About Grounded Wealth
Grounded Wealth is a registered investment advisory firm that manages financial lives across seven Practice Domains not just portfolios. We pair each household with a CFP advisor who coordinates investments, tax strategy, estate planning, risk management, and cash flow into a single, intentional system called the Grounded Flow. Our four advisory tiers serve families from early accumulation through multi-generational wealth, and we never charge more than 0.85% AUM. Grounded Wealth is the advisory arm of the Grounded ecosystem, where a book, an academy, a financial app, and a professional practice all grow from the same tree.
See Disclosures
General Information
Firm Start Year
CRD#
5599495
Firm CRD#
314801
Years of Experience in Financial Services
20
Number of Years with Current Firm
5
Work Experience
Nick spent the bulk of his career working for Fidelity Investments working with individuals and families to create and maintain financial plans. Led by a desire to operate underneath the fiduciary standard, Nick left to join the ranks of the Registered Investment Advisors (RIA's) who operate under the fiduciary standard, committed to putting the client's interest first. Nick served as the Director of the Private Client Group for a top 100 accounting firm, overseeing a team of advisors and responsible for the strategy and execution of the division. Led by a strong desire to always do what's right for clients and the need to create a service model that delivers more value than what is currently being offered in the marketplace meant the only way to do that was to establish Grounded Wealth
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
100000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
.85%