Grit And Lavender Financial Planning

Overview

Grit And Lavender Financial Planning is a small, independent RIA organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm offers a mix of fee arrangements — percentage of assets under management, hourly work, subscription plans and fixed fees — which suggests it serves clients with differing engagement needs, from ongoing discretionary management to stand‑alone planning and advisory projects. Their advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops, indicating a blend of client education and hands‑on investment oversight. Investment activity is concentrated in equities and exchange‑traded instruments, with the firm showing a clear preference for liquid, equity‑based allocations. The firm is not an active ESG investor and does not list multi‑state adviser status. It does allocate to alternatives in the form of real estate and supplements core equity exposure with mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices