Michael Denny is a CFP-designated registered investment advisor at Grantham Poole Advisors, LLC, based in Ridgeland, MS, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 35 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GPA can manage your investments either by selecting a third-party money manager or through a directly managed account. If GPA directly manages your account, the fee is based on an hourly rate of $350, which is negotiable depending on your circumstances. You'll receive an invoice from GPA, and payment is due upon receipt.
Location
1062 Highland Colony Parkway, Suite 201, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as a staff accountant at Grantham Poole CPA's, preparing income tax returns and providing financial, tax, and estate planning services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Grantham Poole Advisors, LLC
Previous Registrations
Tlg Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.