Advisor at Accurate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Accurate Wealth Management, LLC
Location
Ridgewood, NJ 07450
Credentials
Series 63, Series 65
Industry experience
2 years
Grayson Goulet is an investment advisor representative at Accurate Wealth Management, LLC, with one year of industry experience. He has previously worked at RJL Financial Group and Michael Page. Accurate Wealth Management serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs an individualized asset-allocation approach focusing on value, safety, quality, and risk control, managing a wide range of investment instruments through both in-house and third-party subadvisers.
Based on Accurate Wealth Management, LLC
Based on Accurate Wealth Management, LLC
Fixed fees range between $1,000 and $100,000 for financial planning
up to 2.50% annually
$250 per hour for financial planning
20% performance fee annually in arrears on a high-water mark basis for qualified clients
1156 Ridgewood Avenue
Ridgewood, NJ 07450
New Jersey
Accurate Wealth Management
2024 - Present (2 years)
RJL Financial Group
2024 - Present (2 years)
Michael Page
2022 - 2024 (2 years)
James Madison University
2021 - 2022 (1 year)
Davis and Towle Insurance Group
2021 - 2021 (1 year)
James Madison University
2020 - 2021 (1 year)
Davis and Towle Insurance Group
2020 - 2020 (1 year)
James Madison University
2019 - 2020 (1 year)
The Granite Restaurant
2019 - 2019 (1 year)
James Madison University
2018 - 2019 (1 year)
Concord Country Club
2015 - 2018 (3 years)
Tilton School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Yonkers, NY
Wieder Financial Corp.
Series 65
Oakland, NJ
Stargazer Financial Planning
Series 63
Upper Saddle River, NJ
Wavelet Advisors
Series 63, Series 65
Englewood Cliffs, NJ
Malvern Ridge Wealth Management
CFA®, Series 66
Nyack, NY
Sanskar Advisors, Inc.
Series 63, Series 65
Cedar Grove, NJ
Itani Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")