Advisor at Grinstead Wealth Management
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
Grinstead Wealth Management
Location
Albuquerque, NM 87110
Credentials
Series 63, Series 66
Industry experience
13 years
Justin Grinstead is the principal advisor at Grinstead Wealth Management in Albuquerque, NM, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Grinstead Wealth Management serves individual and high-net-worth clients through continuous investment management and project-based financial planning, focusing on asset allocation using a combination of passive and active strategies. The firm emphasizes the selection and monitoring of third-party Outside Managers and offers financial planning billed on an hourly-derived basis.
Based on Grinstead Wealth Management
Based on Grinstead Wealth Management
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $15,000,000: 0.50% annually $15,000,001+: 0.25% annually
Hourly financial planning fees, capped at $6,000 per engagement
Fee-only: Financial planning on hourly basis, capped at $6,000 per engagement
6565 Americas Parkway Ne, Suite 200
Albuquerque, NM 87110
Arizona · New Mexico
Grinstead Wealth Management, LLC
2025 - Present (1 year)
Charles Schwab bank
2014 - 2025 (11 years)
Charles Schwab
2012 - 2024 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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