G
Granite Rose Wealth Alliance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,463,749
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
85
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
85
Average account size
$252,515
About
Granite Rose Wealth Alliance is a small, independent advisory firm that provides discretionary investment management and financial planning to individuals, trusts, estates and small businesses. The firm manages client portfolios primarily through diversified ETFs and offers retirement, estate, tax-aware planning and cash flow analysis as part of its services.
Its investment framework is built around a set of model portfolios (e.g., dividend & growth, active equity growth, core bond/income, blended allocations, municipal income and alternative diversifiers) and a separate core equity option of individually managed stock portfolios. Portfolios are customized to client needs, use a quantified risk spectrum to set target risk levels, and are reviewed at least annually as part of ongoing wealth management.
Compared with many single-advisor independents, the firm discloses that some supervised persons are licensed insurance agents who may recommend insurance products on a commission basis, and it works with small business clients in ways that can include plan-related or pension consulting and service for profit-sharing/pension arrangements. The brochure also notes use of third‑party research for stock selection and operational controls (including standing letters of authorization and procedures to address custody representations) that the firm maintains as part of its service model.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed fees for financial planning ranging from $1,000 to $10,000 depending on scope and services.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.65% $4,000,001 - $5,000,000: 0.55% $5,000,001 - upward: 0.45%
Certain supervised persons may offer insurance products under commission arrangements, but Granite Wealth does not receive commissions for advisory services.
Generally $350 per hour for financial planning and consulting services.
Main office location
Granite Rose Wealth Alliance LLC
350 Passaic Avenue, Suite 103
Fairfield NJ 07004, United States
Number of offices
1
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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
© 2026 Warmer Holdings Inc. ("Warmer")