Kent Groff is a CFP-designated registered investment advisor at Groff Wealth Management, based in Hunt Valley, MD, with 13 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
If GWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
201 International Circle, Suite 230, Hunt Valley, MD, 21030
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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 →Employment History
Current Registrations
Groff Wealth Management
Previous Registrations
Rcs Financial Planning, LLC
Elbrus Partners, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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