GA
CFP
GA
CFP
Gregory Anderson
38 Years of Experience
Denver, CO
1 Disclosure
Gregory Anderson is a CFP-designated registered investment advisor at Granderson Wealth Management Group INC, based in Denver, CO, with 38 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 256 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
256 clients
Average Client Portfolio
$86K average
Assets Under Management
$22.0M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
3773 Cherry Creek Dr North, Ste 575, Denver, CO, 80209
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2017Final
Employment History
Current Registrations
Granderson Wealth Management Group INC
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
Mcl Financial Group, INC.Broker
June 2005 - June 2011 · 6 yrs
Teachers Personal Investors Services, INC.Broker
October 1994 - December 1995 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 1990 - June 2005 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1987 - August 1990 · 3 yrs
State Registrations2 states
COTX
Advisor
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
No exam information available for this advisor.