Grunden Financial Advisory, INC.
Assets Under Management
$434.7M
Number of Clients
259
Number of Advisors
4
Average Client AUM
$1.7M
AUM per Advisor
$108.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Grunden Financial Advisory, Inc. offers wealth management and investment supervisory services to individuals, trusts, estates, and corporations. They tailor services to individual client needs, offering both the Wealth Management Consulting Process and the Wealth Builder Challenge Program. They also provide 401(k) and charitable institution services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fee Estimator
Fees are based on a percentage of assets under management. The Wealth Builder Challenge Program has a minimum monthly fee. The firm may charge a lesser or greater fee based on the scope of work, future earnings capacity, additional assets, or other criteria. Clients may incur additional fees such as mutual fund expenses, custodial fees, and trading costs.
Areas of Practice
Location
515 South Carroll Blvd, Denton, TX, 76201