Advisor at Grad Wealth Management PLLC
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Firm
Grad Wealth Management PLLC
Location
Livonia, MI 48154
Credentials
Series 66
Industry experience
6 years
Jeffrey Grad is the principal of Grad Wealth Management PLLC in Livonia, MI, where he has worked since 2024. He holds a Series 66 designation and has six years of industry experience. Prior to founding his firm, he worked at Founders Financial Securities, LLC for five years. Outside of advisory work, he owns Grad & Shoemaker, PC, a tax and accounting practice. Grad Wealth Management provides financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, and business entities. The firm matches client objectives and risk profiles to third-party model portfolios, monitors those managers regularly, and offers written financial plans and hourly consulting engagements.
Based on Grad Wealth Management PLLC
Comprehensive Financial Planning fixed fees ranging from $500 to $5,000 (negotiable)
$300/hour for consulting services (negotiable)
Account minimum: $250,000 (may be waived at discretion) Fee-only: Comprehensive Financial Planning: $500 to $5,000 fixed fee (negotiable); Financial Consulting: $300/hour (negotiable)
35951 Five Mile Rd
Livonia, MI 48154
Michigan
Grad Wealth Management, LLC
2024 - Present (2 years)
Founders Financial Securities, LLC
2021 - 2024 (3 years)
Founders Financial Securities, LLC
2019 - 2024 (5 years)
Grad & Shoemaker, PC
2017 - Present (9 years)
Baker Tilly
2011 - 2017 (6 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
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I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.
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