Brendan Willmann
Brendan Willmann is a CFA, CFP-designated registered investment advisor at Granada Wealth Management, LLC, based in Davidson, NC, with 25 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 76 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granada Wealth Management focuses on providing comprehensive financial planning and investment management for a fixed annual fee, ranging from $3,000 to $18,000. The fee is based on the complexity of your financial situation and the services you need. Fees are charged quarterly, in advance. There may be legacy clients with a different fee that is no longer offered by the firm.
Location
210 Delburg Street, Suite 326, Davidson, NC, 28036
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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
Brendan is a non-variable insurance agent, selling term life and disability insurance since 2009, dedicating minimal time to this activity. He also provides tax preparation, accounting, and bookkeeping services through Granada Tax, spending minimal time on this as well.
Employment History
Current Registrations
Granada Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.