GRIT AND LAVENDER FINANCIAL PLANNING

GRIT AND LAVENDER FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 305656). Regulatory assets under management: $957K.

Registration

• CRD: 305656
• Type: Registered investment adviser
• Phone: 810-206-3050
• Latest filing: 2026-03-31
• Regulatory AUM: $957K
• Discretionary AUM: $957K
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search