Vincent Grosso is a CFP-designated registered investment advisor at Grosso Wealth Management LLC, based in Montclair, NJ, with 6 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fee is 1.00% of assets under management. Fees may be negotiable at the firm's discretion.
Fee Estimator
Contact
Vincent Grosso
Location
Montclair, NJ
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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
Vincent is the President of Joanne Grosso Foundation Inc. This activity takes about 10% of his time.
Employment History
Current Registrations
Grosso Wealth Management LLC
Previous Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
State Registrations3 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.
Exams
Additional Information
Vincent is a CERTIFIED FINANCIAL PLANNER® professional helping high-net-worth women 55+ feel confident about retirement through income planning, tax strategies, and thoughtful investing.
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