Grigg Wealth Management
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Grigg Wealth ManagementSan Diego, CALocated at 3111 Camino Del Rio North, Suite 430, San Diego, California, 92108. Grigg Wealth Management is a financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and health care professionals but also prepares returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team focus on money management through key areas of wealth planning. Some of these areas includes, but are not limited to, retirement planning, business planning, legacy planning, risk planning, special circumstances planning, investment management, and cash flow-debt management.
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Frequently Asked Questions
How much does a financial advisor cost in San Diego?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.