Brian Grigg is a CFP, ChFC-designated registered investment advisor at Grigg Financial, LLC, based in Townson, MD, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 154 clients with $51M 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 | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2,500,000. The fee includes the combined compensation received by the model provider and/or relevant sub-adviser.
Fee Estimator
Location
1122 Kenilworth Drive, Suite 115, Townson, MD, 21204
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
Brian is an independent insurance agent since 2016, offering fixed annuities, life insurance, and long-term care, dedicating a few hours per week. He is also an Investment Adviser Representative with Foundations Investment Advisors, LLC, spending a few hours per week.
Employment History
Current Registrations
Grigg Financial, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations2 states
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