Joel Gritten
Joel Gritten is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Yorba Linda, CA, with 38 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B 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 $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
Yorba Linda, CA
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 ActivitiesSells Insurance
Joel is an agent for fixed insurance products through JGritten Financial, dedicating a few hours per week. He also works at Trader Joe's, a non-investment related activity, for a few hours per week.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Intersecurities, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Security First Financial, INC.Broker
Titan/value Equities Group, INC.Broker
Value Equities CorporationBroker
E.M.R. EnterprisesBroker
Freeman Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations5 states
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.
Exams
More Advisors
- Eddie Kaspar, ChFCLPL Enterprise, LLC
- Paul Lo, CFPHypo Financial Services and Investment Adviser
- Douglas Brown, ChFCEagle Strategies LLC
- Bradley Campbell, ChFCState Farm Investment Management CORP.
- Raymond Esparza, ChFCState Farm Investment Management CORP.
- Jeremy Kovacs, CFAPerigon Wealth Management, LLC