Chase Grundy
Chase Grundy is a CFP-designated registered investment advisor at Balanced Wealth Partners LLC, based in Fort Collins, CO, with 7 years of industry experience. Chase 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
Fees are negotiable based on various criteria, including relationship history and householding of accounts.
Fee Estimator
Location
3711 John F Kennedy Parkway, Suite 230, Fort Collins, CO, 80525
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
Chase works as an insurance agent for Balanced Financial Inc. since January 2025, dedicating about 10-20% of his time to sales and service of insurance products.
Employment History
Current Registrations
Balanced Wealth Partners LLC
Previous Registrations
Facet
Beacon Capital Management, LLC
Jackson National Life Distributors LLCBroker
Securian Financial Services, INC.
Securian 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.