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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stone Oak Wealth Management, LLC 1 year, 7 months Nov 2017 - Present
John Lester Insurance Agency 3 months Sep 2017 - Dec 2017
Usaa Financial Planning Services 8 years, 5 months Jan 2009 - Jun 2017
Usaa Financial Advisors, Inc. 9 years Jun 2008 - Jun 2017

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jeffrey Grimes

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Advantages of moving 401K from old employer to IRA account?
Hari, You do have a lot options on how to handle your retirement savings. Are you currently working? Do you have a plan with your current employer? The investment choices and if you are wanting to contribute more should be the driving factors in your decision even more than the fees. How comfor...  (more)
Answered Jun 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      May 6, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      1
    • as of date
      May 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Envoy Advisory, Inc.

    Last updated on March 29, 2016
      • $225.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $125.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements