Are You a Good Fit to Work With Grant?

Interviewing financial advisors can be challenging for prospective clients. One common question we receive is about our typical client profile—and rightfully so. When choosing a financial planner, it’s important to ensure you’re not a small fish in a big pond or a big fish in a small pond.

To be transparent, we’re providing potential clients with a breakdown of Grant’s client base to help them determine whether we are the right fit for their financial goals.

All the information above is based on data from May 2026.