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Grit and Lavender Financial Planning
GRIT AND LAVENDER FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $956,918 in regulatory assets. It has 1...
Overview
GRIT AND LAVENDER FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $956,918 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Grit and Lavender Financial Planning structured as a fiduciary?
Yes. As a fee-only registered investment advisor, the firm is legally required to act as a fiduciary, meaning it must put clients' interests ahead of its own at all times. It does not earn commissions or kickbacks from product sales (per SEC regulations).
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