Garry Grannemann is a CFP-designated registered investment advisor at Edward Jones, based in St Charles, MO, with 27 years of industry experience. Garry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
2324 Highway 94 South Outer, Road, St Charles, MO, 63303-8301
Get directionsGarry owns a real estate business called Flip House in St. Charles, MO, and has been flipping houses since 2020. This takes about 10-20% of Garry's time.
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.