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Grant Huck

3 Years of Experience
Scott City, KS

Grant Huck is a registered investment advisor at S&a Financial Services, INC., based in Scott City, KS, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,448 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1,448 clients
Average Client Portfolio
$222K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1M+0.88%

Fees are negotiable and may vary from the above schedule. Clients joining S&A prior to 2007 may be under a former policy of paying fees in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

411 S. Main Street, Scott City, KS, 67871

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
S&a Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
Grant Huck - Financial Advisor | TrueAdvisor