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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2020
- Office Locations
- 1
Office Locations
About Grit AND Lavender Financial Planning
Grit & Lavender Financial Planning is a fee-only RIA serving skilled trades professionals with ongoing financial planning, investment management, and education workshops. The firm also supports tax planning/prep, divorce and small business planning, and business consulting, coordinating with clients’ other professionals as needed. Offers a distinctive “supported DIY” planning option with a monthly subscription, and custodies with Charles Schwab; portfolios are primarily ETF-based.
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Owner & Executives
Natalie Fay Miller
Chief Compliance Officer, Owner
- CRD
- #5755954
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $956,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $956,918 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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