Grimes & Company

Updated today

Connect with this firm

Total assets under management

$5,592,556,041

Total clients

3,626

45% high-net worth

Total advisors

of 53 employees

Firm size

Multi Team

Average clients per advisor

125

Average account size

$1,542,349

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Possible flat fees or fee waivers at discretion for certain clients or services including advanced financial planning

Percentage

$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $7,000,000: 0.75% $7,000,000.01 - $10,000,000: 0.65% $10,000,000.01+: 0.50%

Other

Account minimum: $500,000 (generally); $1,000,000 for clients referred through Schwab Advisor Network or Fidelity Wealth Advisor Solutions Program; minimums may be waived at Grimes' discretion Fee-only: Investment advisory fees based on tiered percentage of AUM as stated; no commissions received from securities sales

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Main office location

Grimes & Company

One Technology Drive, Suite 100

Westborough MA 01581, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 508-366-3883

Advisors at this firm

Matthew L

Series 65

Westborough, MA

Grimes & Company

Karen K

CFP®, Series 65

Venice, FL

Grimes & Company

Maureen P

CFA®, Series 65

Westborough, MA

Grimes & Company

Brendan S

CFP®

Westborough, MA

Grimes & Company

Justin D

CFP®, Series 63, Series 66

CFP®

Westborough, MA

Grimes & Company

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support