G
Grad Wealth Management PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,639,185
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$327,837
About
Grad Wealth Management provides comprehensive financial planning, single‑topic consulting, and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm also recommends and monitors third‑party investment advisers and implements co‑advisory arrangements for portfolio management.
The firm’s approach is to match each client’s objectives and risk profile to third‑party model portfolios and then monitor those managers on an ongoing basis, with at least annual reviews and portfolio rebalancing as needed. It delivers written financial plans and hourly consulting engagements and may act as a 3(21) advisor for retirement plans while not serving as a 3(38) discretionary plan manager.
What is distinctive about the firm is its affiliation with an accounting practice owned by the firm’s principal; the brochure discloses that tax and accounting services may be recommended and that this presents a conflict of interest the firm seeks to mitigate through policies and client disclosures. The firm is a recently established, small practice that manages roughly $1.6 million for a very small client base and receives a portion of third‑party managers’ fees under co‑advisory arrangements, which together set its business model apart from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Fee options
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)
Main office location
Grad Wealth Management PLLC
35951 Five Mile Rd
Livonia MI 48154, United States
Number of offices
1
Most active in
Grad Wealth Management PLLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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