Granite Financial Group

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Client assets under management

$180,000,000

Clients

250

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

125

Very High

Average account size

$720,000

About

Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm reports approximately $186.2 million in discretionary assets under management and also offers limited‑scope ERISA 3(21) fiduciary services to qualified retirement plans.

The firm typically obtains discretionary authority after documenting each client’s investment goals, time horizon and risk tolerance, and implements portfolios using asset allocation, model portfolios and third‑party managers available through LPL Financial programs such as Optimum Market Portfolios, Personal Wealth Portfolios, Model Wealth Portfolios and Manager Access Select. Financial planning and consulting are offered on hourly or fixed‑fee bases (plans generally delivered within 60 days), and client accounts are reviewed at least quarterly with rebalancing and tax‑loss harvesting considered as appropriate.

Notably, Granite Financial Group sponsors the Granite Financial Group Wrap Fee Program, a sponsorship role that is uncommon among supported firms. The brochure also discloses a firm relationship with LPL Financial — including required use of LPL as the program sponsor and receipt of custodial support services and external compensation to affiliated registered representatives — and constructive custody practices because advisory fees are deducted directly and the firm has third‑party money movement authority.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning flat fees ranging from $1,500 to $10,000

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $2,500,000: 0.55% annually $2,500,001 - $5,000,000: 0.45% annually $5,000,001+: 0.35% annually

Commissions

External compensation received from sale of securities by registered representative; approximately 15% of time, less than 20% of revenue

Project-based

$350 per hour for financial planning services

Other

Account minimum: $100,000 Fee-only: Hourly fees at $350 per hour; Fixed fees between $1,500 and $10,000 for financial planning

Main office location

Granite Financial Group

175 N. Patrick Blvd., Suite 170

Brookfield WI 53045-5857, United States

Number of offices

Most active in

Illinois · Texas · Wisconsin

Disclosures

Business activities & affiliations

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.

Forms ADV

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

Quick links

Website 262-792-1111

Advisors at this firm

Anthony M

Series 66

Brookfield, WI

Granite Financial Group

Anthony Meier is a financial advisor at Granite Financial Group with a Series 66 credential and one year of industry experience. Prior to joining Granite Financial Group, he has held positions at LPL Financial LLC and several international organizations. He provides investment advisory services through Granite Financial Group, an independent registered investment advisor. Granite Financial Group offers discretionary asset management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $186.2 million in discretionary assets and provides ERISA 3(21) fiduciary services to qualified retirement plans, utilizing asset allocation, model portfolios, and third-party managers through LPL Financial programs.

Wealth management Founder/Business Owner

Thomas D

CFP®, Series 63

Brookfield, WI

Granite Financial Group

Thomas Dornoff is a CFP® professional with 32 years of experience in the financial services industry. He has been with Granite Financial Group since 2013 and holds a Series 63 license. Granite Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $186.2 million in discretionary assets and offers fiduciary services to qualified retirement plans, implementing portfolios through asset allocation, model portfolios, and third-party managers via LPL Financial programs.

Wealth management Founder/Business Owner

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