Stephen Grisko
Stephen Grisko is a registered investment advisor at Independent Solutions Wealth Management, LLC, based in Williamsville, NY, with 29 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,774 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Solutions Wealth Management offers several investment management options:
- Mutual Fund Portfolio Management: Fees range up to 2.50% of the portfolio's value.
- ETF Portfolio Management: Fees range up to 2.50% of the portfolio's value.
- Stock Portfolio Management: Fees range up to 2.75% of the portfolio's value. A minimum account balance of $100,000 is required, but may be waived.
- Third-Party Manager Selection: Fees range up to 2.50% of the portfolio's value, in addition to the third-party manager's fees.
Fees are billed quarterly in arrears based on the average daily balance of the previous quarter. Fees may be waived or negotiated.
Location
305 Spindrift Drive, Williamsville, NY, 14221
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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
Stephen is an insurance broker/agent with National Life since 2018, dedicating minimal time. He is also a wealth advisor with Independent Solutions Wealth Management, LLC (since 2025, nearly full-time) and The Financial Guys (since 2018, about 10-20% of his time).
Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Blackridge Asset Management, LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
M&t Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Nylife Securities INC.Broker
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.