Advisor at Grit and Lavender Financial Planning
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
Grit and Lavender Financial Planning
Location
Brighton, MI
Credentials
Series 63, Series 66
Industry experience
14 years
Natalie Miller is the principal advisor at Grit and Lavender Financial Planning in Brighton, MI, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, PNC Investments, and Mass Mutual. Outside of advisory work, Miller provides educational and coaching services through her consulting business and serves as a small business coach and securities licensing instructor. Grit and Lavender Financial Planning serves individual clients with investment management, comprehensive financial planning, and financial coaching. The firm primarily uses a passive investment approach and offers subscription-style services and educational programming to support client implementation and ongoing engagement.
Based on Grit and Lavender Financial Planning
Based on Grit and Lavender Financial Planning
Project-Based Financial Planning fees range from $150 to $5,000, negotiable; upfront charge of $1,750 for Comprehensive Wealth Management; upfront charge of $375 for Collaborative Financial Planning
$0 - $1,000,000: 1.40% $1,000,001+: 1.00%
Up to $400 per hour, billed in 15-minute increments, negotiable
Account minimum: $5,000 (may be waived at discretion of GLFP)
Brighton, MI
Michigan
Grit and Lavender Financial Planning LL
2019 - Present (7 years)
Mass Mutual LIfe Insurance Company
2019 - 2019 (1 year)
PNC investments
2018 - 2019 (1 year)
Merrill
2017 - 2018 (1 year)
Homemaker
2016 - 2017 (1 year)
JPMorgan Chase bank NA
2010 - 2016 (6 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
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.
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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