David Grant is a CFP-designated registered investment advisor at Retirement Matters, INC., based in Barrington, IL, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 21 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Minimum yearly payment of $15,000. Wealth Management requires a typical investable balance of $1,500,000 managed by Retirement Matters, Inc.
Fee Estimator
Location
777 N. Lake Zurich Rd, Suite 125D, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Retirement Matters, INC.
Previous Registrations
Clarus Financial Planning
Vantage Financial Partners Limited
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.