Christopher Grande
CRD Number: 2616253Current Firm: Walnut Hill Advisors, LLC
Compensation Model: Fee Only
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
1. Organization
2. Advice & Planning
3. Accountability
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously for your benefit.
Thanks for reading.
Warmly,
Chris Grande, MSIM, RMA®
Principal
For some articles on various topics go to my website articles section:
http://snip.ly/XuFt
To schedule a phone/video call:
http://wha.setmore.com/
Christopher Grande, MSIM, RMA® (CRD# 2616253) is Principal of Walnut Hill Advisors, LLC in Belmont, MA and has 22 years of experience in the finance industry.
Chris holds a Masters Degree in Investment Management from the Questrom School of Business (BU), an undergraduate dual degree from Tufts University, and a Certificate in Financial Planning from the College for Financial Planning. He holds the RMA® designation highlighting his focus on retirement planning from the House Balance Sheet point of view - safety first.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Walnut Hill Advisors, LLC | Medford, MA | Jan 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1995 |
S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- MA
- TX
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$125,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, TX
Learn more about our disclosures and terms, including downloading a copy of our latest Form ADV2 Advisory Brochure here:
https://www.walnuthilladvisorsllc.com/adv2-brochure-and-disclosures-terms-of-use/
About Wealthminder
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