Grant Harney is a registered investment advisor at Remotiv / Financial Soundings, based in Roswell, GA, with 3 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 101 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Remotiv offers a managed account service where they decide how to invest an individual's plan account. Remotiv does not have a set fee schedule; fees are negotiated for each agreement. Fees might be measured by the number of individuals, a percentage of assets under management or advice, fixed amounts, or relate to business measures.
Location
Roswell, GA
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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.
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Grant is a partner at LocateNow, a real estate company providing rental property services since March 2024. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Remotiv / Financial Soundings
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.