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Overview

Services

Advisor Services

  • Financial Planning

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
Clarus Financial Planning, Inc. 5 months Jan 2016 - Jun 2016
Retirement Matters, Inc. 4 years, 1 month May 2013 - Present
Retirement Matters, Inc. 4 years, 5 months Jan 2013 - Present
Vantage Financial Partners, Limited 2 years, 9 months Aug 2010 - May 2013
Ccp Inc. 2 years, 10 months Sep 2007 - Jul 2010
Valtera Coporation 5 months Mar 2007 - Aug 2007

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by David Grant

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Retirement Matters, Inc.

Last updated on April 6, 2017
    • $2.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 18
      Accounts
    • $138.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees