Grace Roland is a registered investment advisor at Personal Wealth Advisory, LLC, based in Lancaster, PA. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Personal Wealth Advisory Process: $1,500 to $6,000, depending on complexity.
- Financial Planning and Consultation Services: $150 to $400 per hour, based on complexity, staff, resources, travel, and meetings.
- Business Transition Planning: $3,500 to $7,500 annually, or $150 to $400 per hour, based on complexity and time required.
- Educator Retirement Planning: $2,000 to $4,000 for a specified service period.
Location
630 Delp Road, Suite #100, Lancaster, PA, 17601
Get directionsHistory
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 →Other Business Activities
Grace will work as a registered assistant for Personal Wealth Advisory LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Personal Wealth Advisory, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
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.