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Featured Business Financial Advisor in Belmont, MA
Belmont Financial Advisors
Walnut Hill Advisors, LLC
90 Concord Ave, 3rd Floor
Belmont, MA 02478
(888) 278-9433
“When Your Values Are Clear, Your Decisions Are Easy”
Advisor Profile
Christopher Grande, MSIM, RMAź
Name:  Christopher Grande, MSIM, RMAź
Phone Number:  (888) 278-9433
Website:  Visit Website
Disclosure Link:
http://www.walnuthilladvisor...
ADV Form II Link:
Available upon request

Disclaimer
Nothing here should be construed as advice unless we are in a client relationship signified by an executed agreement.

About Walnut Hill Advisors, LLC

I want to help my clients align their finances to their personal values
so they live a more purpose-filled life. In short, it's the 80/20 rule.

The reason: your money needs to be CONGRUENT with your values - with
what's important to you - or you won't achieve balance and fulfillment.

We help you make smart choices with your money, get organized, prepare
for unexpected events (like health issues), and consolidate your financial
picture into one congruent plan.

Our team includes attorneys, CPAs, insurance experts, financial planning
experts, Investment managers, a health insurance/Medicare expert, a
personal organizer and a retirement community consultant (for you or for your
parents. We do believe in intergenerational family planning).
 

General Information

Gender:    Male
CRD#:    2616253
Firm CRD#:    152729
Name of Custodial Firm:    TD Ameritrade, Folio
States Licensed in:    MA
States Willing to do Business in:    Cambridge,Waltham,All
Years of Experience in Financial Services:    23
Number of Years with Current Firm:    7
Work Experience:    23 years working in financial planning
I work with the following types of clients:    Trusts and Charities, Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:    French (basic)
 

Education

Academic Background
 
Certificate in Financial Planning - College for
Financial Planning

MS, Investment Management - Boston University
(2006)


BA, Economics and History - Tufts University
(1995)
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Options & Futures, Bonds, Stocks, Insurance, Mutual Funds, Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    RMAź, MS Investment Management (BU)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Disability, Annuity, Long Term Care, Variable Annuity, HMO, Life, Health
Financial Organization Memberships:    RIIA - Retirement Income Industry Association
 

Firm Information

Firm's Number of Planning Clients:    23
Advisor's Number of Clients:    40
Advisor's Number of Managed Clients:    30
Advisor's Number of Planning Clients:    30
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    0
Compensation Methods:    Flat Fee, Based on Assets, Hourly
Hourly Rate:    175
Additional Details on Charges:    Can work on an hourly basis, annual retainer, or %
fee - depends on the what works best for each
situation. Our full service model is now exclusively flat fee.
 
 
 
Prepared By: Christopher Grande, MSIM, RMAź

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