Grantham Poole Advisors, LLC

Grantham Poole Advisors provides financial planning, consulting, and portfolio management to individuals, high‑net‑worth and high‑income clients, as well as trusts, corporations, and charitable organizations; the firm manages roughly $90 million in client assets across a small client base and two advisory professionals. Services include comprehensive financial and retirement planning, rollover guidance for retirement accounts, and both directly managed accounts and recommendations of third‑party money managers.

The firm tailors advice to each client by collecting brokerage statements, tax returns, and other financial documents to build customized plans, and it commonly implements portfolios using mutual funds and exchange‑traded funds. When asset management is delegated, the firm recommends and monitors third‑party money managers and retains discretion for directly managed accounts, while acknowledging fiduciary obligations when advising on retirement rollovers.

A notable feature is that the adviser is owned by and affiliated with a public accounting firm, with shared ownership and office resources, which the brochure identifies as a source of integrated tax and accounting support as well as a potential conflict of interest when the affiliate’s services are recommended. The firm also discloses that it shares advisory arrangements with recommended third‑party managers and charges directly managed accounts on an hourly basis rather than relying solely on standard asset‑based billing.