Grant Twogood is a CFP-designated registered investment advisor at Twogood Financial Services, INC., based in Scottsdale, AZ, with 8 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Twogood Financial Services does not charge a direct AUM fee; clients pay fees to EverSource Wealth Advisors, which shares a portion of the revenue with Twogood Financial Services. The combined negotiable annual fee will not exceed 2.0% of assets managed.
Fee Estimator
Location
14500 N. Northsight Boulevard, Suite 313, Scottsdale, AZ, 85260
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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 Activities
Grant is registered as an investment advisor representative with EverSource Wealth Advisors, LLC, which has a referral relationship with Twogood Financial Services, Inc. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Twogood Financial Services, INC.
Eversource Wealth Advisors, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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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