Grand Arbor Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,240,571
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$216,857
About
The firm provides financial planning and investment management primarily to individuals (including high‑net‑worth families), trusts and estates, corporations, and a small number of charitable organizations. Services include written financial plans and ongoing portfolio management that address tax, insurance, retirement, and estate planning needs.
The advisor employs fundamental analysis and a mix of long‑ and short‑term equity strategies, including occasional option writing, across a broad investment universe (individual equities, bonds, annuities, REITs, preferreds, limited partnerships, ETFs, mutual funds and other instruments). Accounts are managed on both discretionary and non‑discretionary bases, with managed accounts reviewed monthly and custody provided through an independent institutional custodian.
What distinguishes this solo advisory practice from many peers is the combination of licensed insurance activity and advisory services: the principal is a licensed insurance producer who sells insurance products for commissions and discloses that additional compensation as a potential conflict of interest. The firm also conducts educational seminars/workshops and serves charitable organization clients—each of which is less common among independent, single‑advisor firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Options & derivatives strategies
Active portfolio management
Fee options
Fixed fees for written financial plans ranging from $200 to $2,000, half due in advance and half upon presentation.
0.5% to 2% annually (negotiable, depending on size and complexity)
Insurance products sold for sales commissions.
Up to $150 per hour, paid after consultations.
Account minimum: N/A Fee-only: Fixed fees for financial plans ranging from $200 to $2,000 depending on complexity; hourly fees up to $150 per hour.
Main office location
Grand Arbor Advisors
Richland Hills TX, United States
Number of offices
1
Most active in
Grand Arbor Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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