Built around your life,
not your portfolio.
Five membership tiers. One standard of care. Choose the depth of relationship that fits your life today — and scale as your practice grows.
Pioneers
The Unified Household Membership Model.
One membership. Your entire household. Every domain. Delivered digitally, coordinated personally, executed professionally.
What's Unified
Four things rarely unified at once.
Household
One membership. Entire household.
Spouses, entities, trusts, children, and inherited accounts — all covered under a single membership, not billed account-by-account.
Domains
Every domain, one practice.
Investments, tax, estate, insurance, entities, cash flow, philanthropy, risk, real estate, and legacy — coordinated, not fragmented.
Delivery
Digital-first. Human-assisted.
The platform runs daily in the background. Human advisors step in when a decision, a transition, or a meeting demands it.
Standard
Fiduciary at the firm level.
Fee-only. No commissions. No product shelves. The legal standard of care applies to every interaction — not only the billable ones.
Two questions. One recommendation.
The Tiers
Four depths of relationship.
Every membership includes your entire household. Choose the depth that matches where you are — and where you want to go.
Depth 1 of 4
Essentials
Build toward independence.
Investment management, retirement planning, and cash flow coordination. Everything you need to build toward financial independence.
Fee Structure
Membership + AUM
What's Included
- Grounded Money
- Grounded Portfolio Matcher
- Grounded Flow Setup
- Grounded Vault
- openGPS Investment Management
- Retirement & Cash Flow Planning
Ideal For
- — Individuals and families beginning or continuing their wealth journey
- — Those who value professional guidance with a streamlined practice
- — Under $500K in investable assets
Depth 2 of 4
Comprehensive
The complete Financial Practice.
A dedicated advisor team across all 10 Practice Domains. semi-annual reviews, tax coordination, estate planning, and risk management — integrated, not fragmented.
Fee Structure
Membership + AUM
What's Included
- All Essentials features
- GTAP Direct Indexing
- Tax Planning
- 360 Tax Optimizer
- Equity Compensation Planning
- Grounded Estate Creation
Ideal For
- — Individuals and families who want their entire practice coordinated
- — Those walking any path — Compounded, Accelerated, Multiplied, or Grounded
- — $500K+ in investable assets
Depth 3 of 4
Advisory Wealth
Complex wealth, integrated.
Built for retirees, business owners, concentrated equity holders, and complex finances. Deep integration across tax, estate, and entity coordination.
Fee Structure
Membership + AUM
What's Included
- All Comprehensive features
- Selective Alternatives Access
- Tax Prep & Filing (included)
- Business Owner Planning
- Entity & Trust Coordination
- Custom Reporting & Family Dashboard
Ideal For
- — Business owners, executives, retirees, and those with concentrated positions
- — Individuals and families coordinating wealth across multiple entities or paths
- — $1M+ in investable assets
Depth 4 of 4
Virtual Family Office
A family office, delivered digitally.
Multi-generational planning across entities, trusts, and family members. The coordination of a traditional family office, delivered with modern technology.
Fee Structure
Custom Flat Fee Structure
What's Included
- All Advisory Wealth features
- Multi-Generational Planning
- Family Governance Support
- Private Investment Access
- Philanthropic Strategy
Ideal For
- — Multi-generational families seeking legacy and governance coordination
- — Those integrating multiple paths across family members and generations
- — $25M+ in investable assets
The Alignment
Transparent fees.
No hidden costs.
Advice and execution should not be the same thing. Your wealth should compound for you — not erode to pay for it.
A clear, predictable fee structure — you always know what you are paying.
Legally required to put your interests first. Not by disclosure — by design.
No commissions. No product sales. We are paid only by you — aligning our success with yours.
The Four Ways to Wealth
Every path. One practice.
Wealth builds along four paths. Most people walk more than one in a lifetime. Your tier supports whichever path — or paths — you are on today.
The Compounded Path
Steady building through patience and discipline. Save consistently, invest wisely, and let time do the heavy lifting.
Aligned tiers
Essentials · Comprehensive
The Accelerated Path
Stacking income streams and optimizing every dollar. Strong earned income combined with strategic additions.
Aligned tiers
Comprehensive · Advisory Wealth
The Multiplied Path
Creating wealth through ownership and value creation. Businesses, intellectual property, real estate.
Aligned tiers
Advisory Wealth · VFO
The Grounded Path
Finding wealth in the life you are already living. The practice of gratitude, intentional spending, and contentment.
Aligned tiers
All Tiers
The Standard
Fiduciary by design.
Not by disclosure.
We built our entire practice around the fiduciary standard — structurally, legally, and culturally.
RIA Registered
Registered Investment Advisor held to the fiduciary standard — legally and structurally.
Fee-Only
No commissions. No product sales. No hidden kickbacks. Our only revenue is your membership.
Radically Transparent
Every fee, every model, every recommendation — documented and visible. Always.
Why Clients Choose Grounded
Working with Nick has been a breath of fresh air. I moved to Nick from a larger institution whom I felt was checking the box on our wealth planning. Nick and team are excellent to work with, and I would highly recommend them to anyone looking for a better experience than what they have today.
DisclosureThe person quoted above is a current client of Grounded Wealth and was not compensated, in cash or otherwise, for this testimonial. No material conflicts of interest are known to exist between the person quoted and Grounded Wealth in connection with this testimonial. Testimonials are not representative of all clients and are not a guarantee of future performance or success.
Questions
Honest answers, up front.
The Process
Discuss. Dream. Design. Do.
Every client relationship begins the same way — with your life, not your portfolio.
Discuss
It starts with a call. No obligations, no sales pitch — just a conversation to see if we are the right fit for each other. We listen to where you are and what you are hoping to build.
Dream
We explore your life. Your definition of enough. Your North Star. Your family, your work, your vision for what comes next. No forms. No projections. Just clarity about what matters most.
Design
We map your ten Practice Domains together. We identify where you stand, affirm what is already working, and build a financial system — your Grounded Flow — that moves money with intention.
Do
We implement. Portfolios built. Flow activated. Practice Solutions deployed across the domains that need them most. Then we review quarterly — bringing Visibility, Affirmation, and Pursuit.
Start with Step 1 — a conversation costs nothing.
Ready to see your full picture?
A conversation is on the way. No obligation. No sales pitch. Just clarity.