Christopher Grande, financial advisor Belmont MA

Christopher Grande

CRD Number: 2616253
Current 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. 

CONTACT
Similar Advisors
Peter Canniff, financial advisor Belmont MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Jamie Upson, financial advisor Belmont MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Similar Advisors
Nancy Aadalen, financial advisor Belmont MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Professional Designations
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
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $48,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Firm Disclaimer:

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/

Ready to hire a financial advisor? Get competitive proposals from Christopher Grande and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.