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Gregory Grinnell

Northwest Financial Advisors LLC
20 Years of Experience
Leesburg, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Grinnell is a registered investment advisor at Northwest Financial Advisors LLC, based in Leesburg, VA, with 20 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,915 clients with $1.2B in assets under management.

Northwest Financial Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,915 clients
Average Client Portfolio
$650K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is up to 2.00% for standard programs and up to 1.00% advisory fee plus 0.35% program fee for Guided Wealth Portfolios. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

525 Trimble Plaza, Leesburg, VA, 20175

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Gregory is an insurance agent selling various insurance products, including life, medical, disability, and long-term care insurance, dedicating about 10-20% of his time to these activities. He also provides investment advisory services through Northwest Financial Advisors LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
Northwest Financial Advisors LLC
August 2013 - Present · 13 yrs 2 mos
Northwest Financial Group LLCBroker
March 2008 - Present · 18 yrs 7 mos
LPL Financial LLCBroker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Northwest Financial LLC
October 2008 - August 2013 · 4 yrs 10 mos
LPL Financial LLC
February 2007 - August 2013 · 6 yrs 6 mos
MML Investors Services, INC.Broker
March 2006 - February 2007 · 11 mos
State Registrations34 states
ALCACODCDEFLGAIDILINLAMAMDMEMIMONCNHNJNVNYOHOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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