Granite Financial Group

Retirement Planning Firm in Norwich, VT

Firm Info
Address: 162 N Main St #200, Barre, VT 05641, USA
Website:
Phone: (802) 476-3235

Firm Size
Assets Under Management: $185.1 million
# of Advisors: 1
# of Clients: 516
Client to Advisor Ratio: 516:1
Average Account Size: $358,721
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Granite Financial Group Overview

Granite Financial Group is an investment advisory firm that provides investment advice only to their clients. With their headquarters based in Brookfield, WI, the firm has been in business since 2019. Their fee arrangement is fee-based, which ensures that they have their client's best interests at heart when making investment decisions. The services offered by Granite Financial Group include financial planning, portfolio management, and pension consulting services. Their financial planning services aim to help clients establish and achieve their investment goals. Portfolio management for individuals and small businesses ensures clients can invest with confidence in their stated objectives. The pension consulting services provided by the firm enable clients to navigate the complexities involved in creating and managing pension funds, ensuring the best possible outcomes. The team at Granite Financial Group is dedicated to providing personalized services to their clients through a thoughtful and innovative approach. Their investment advice is tailored to each client's specific needs, goals, and risk tolerance. Whether you are a seasoned investor or just starting, Granite Financial Group's offerings can help you achieve your investment objectives.

GRANITE FINANCIAL GROUP is a dynamic wealth management firm that offers tailored financial planning solutions to a diverse range of clients. The firm specializes in serving individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and a host of other corporation types not listed. Through a range of innovative financial planning strategies, GRANITE FINANCIAL GROUP helps clients meet their long-term goals in an efficient and transparent manner. This includes everything from retirement planning and investment management to tax planning and estate planning. When it comes to fee structures, GRANITE FINANCIAL GROUP offers a range of options depending on the service provided. Clients can choose from percentage of assets under management (AUM), hourly billing, or fixed fees – all of which are tailored to meet the unique needs of each client. For those who prefer a percentage of AUM fee structure, the cost is typically a percentage of the client's total assets under management with the firm. Hourly billing is a great option for those who require specific advisory services, such as tax planning or estate planning. Fixed fees are a great option for those who require a single service, such as investment management or financial planning. Regardless of the fee structure chosen, clients can rest assured that they are receiving expert financial planning services at a reasonable cost.

Typical Clients, Fee Structures & Investment Minimum

The note in Granite Financial Group's Part 2 Brochure states that they may require a minimum to open an account in their wrap fee program for certain investment portfolios. This indicates that there is indeed an investment minimum, but it may vary depending on the specific portfolio selected. Furthermore, the note explains that some platforms used by GFG may also require minimums to open accounts with them. However, it is important to note that in certain instances, the minimum account size may be lowered or waived. Therefore, the exact investment minimum required by GFG is unclear and may differ depending on the portfolio and platform selected.

How This Office Can Help Norwich, VT Residents

Granite Financial Group is committed to helping individuals and businesses in Norwich, VT achieve their financial goals. Their team of experienced financial advisors offers a wide range of services including retirement planning, investment management, tax planning, and insurance planning. They work closely with clients to assess their current financial situation, determine their goals, and develop a personalized plan that meets their unique needs. Living in Norwich, VT can present a variety of financial challenges. With a mix of small businesses and a strong agricultural industry, residents may face unique tax planning and investment management issues. Additionally, as with many rural areas, residents may have unique estate planning and retirement planning needs. Granite Financial Group's team of advisors are equipped to provide comprehensive financial planning services to help clients navigate these challenges and achieve their goals.

To view the Minimum Investment and Fee Schedule for Granite Financial Group, visit their Part 2 Brochure.

Services Offered by Granite Financial Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Granite Financial Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 162 N Main St #200, Barre, VT 05641, USA
Phone (802) 476-3235
Directions
Google My Business Reviews:
3 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 175 N. PATRICK BLVD., SUITE 170, BROOKFIELD, WI 53045-5857, United States

This firm has no other locations.

State Registrations

Granite Financial Group is registered to service clients in the following states:

  • Illinois
  • Texas
  • Wisconsin

Disciplinary History

Granite Financial Group does not have any disclosures. Please visit it's Form ADV for more details.