Michael Denny is a CFP-designated registered investment advisor at Grantham Poole Advisors, LLC, based in Ridgeland, MS, with 23 years of industry experience. Michael 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, High Net Worth, and 4 more. Their firm serves 36 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grantham Poole Advisors charges for direct portfolio management on an hourly basis at a rate of $350 per hour. Fees are calculated by multiplying the hourly rate by the number of hours spent and are billed in arrears after you receive an invoice.
Location
1062 Highland Colony Parkway, Suite 201, Ridgeland, MS, 39157
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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.
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Michael works as a staff accountant at Grantham Poole CPA's, preparing income tax returns and providing financial, tax, and estate planning services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Grantham Poole Advisors, LLC
Previous Registrations
Tlg Advisors, INC.
State Registrations1 state
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
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