Grant Hadden
Grant Hadden is a registered investment advisor at Dynamic Wealth Advisors, based in Surprise, AZ, with 14 years of industry experience. Grant 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 315 clients with $190M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Household accounts may be aggregated. Fees are negotiable.
Fee Estimator
Location
14749 W. Mountain View Blvd., Suite 144, Surprise, AZ, 85374
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
Grant sells fixed insurance products, dedicating minimal time to this activity. Grant also prepares tax returns on a seasonal basis, spending about full-time hours on this activity in February, March, and part of April.
Employment History
Current Registrations
Dynamic Wealth Advisors
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
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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