Grant Gardner is a registered investment advisor at Capital Adulting LLC, based in Santa Barbara, CA. Grant 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Capital Adulting offers a Subscription Planning service for clients seeking an ongoing relationship with recurring milestones/reviews. The fee ranges from $200-$800/month. This includes proactive information and updates based on their unique circumstances and recurring meetings and situation analysis.
- Comprehensive Financial Plan - $2,000-$10,000, depending on the scope of work and complexity of the client’s situation. This plan encompasses every financial aspect of your life circumstances and holistically charts a path of actionable next steps.
- Hourly Planning - $250-$650 an hour, with an estimated scope of work agreed upon prior to proceeding. We charge on a 1/10th hour basis, billed on a biweekly basis.
Location
Santa Barbara, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Adulting LLC
State Registrations1 state
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