Advisor at GranderSon Wealth Management Group Inc
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
GranderSon Wealth Management Group Inc
Location
Denver, CO 80209
Credentials
CFP®, Series 63
Industry experience
38 years
Gregory Anderson is a CFP® with 38 years of industry experience and has been the sole advisor at GranderSon Wealth Management Group Inc since 2005. He holds a Series 63 license and is based in Denver, CO. GranderSon Wealth Management Group Inc serves private individuals, trusts, estates, small businesses, and participant-directed pension and profit-sharing plans, providing fee-based financial planning and investment management. The firm constructs diversified portfolios using a range of strategies aligned with written Investment Policy Statements and manages roughly $22 million for more than 250 clients, including institutional pension and profit-sharing plans.
Based on GranderSon Wealth Management Group Inc
Based on GranderSon Wealth Management Group Inc
$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.85% $5,000,001+: 0.65%
$250/hour
Account minimum: $25,000
3773 Cherry Creek Dr North, Ste 575
Denver, CO 80209
Colorado · Texas
GranderSon Wealth Management Group Inc
2005 - Present (21 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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