President and CEO
Grunden Financial Advisory
2516 Lillian Miller Parkway
Suite 110
Denton, Texas 76210
940-591-9007
Year practice began: 2001
Number of advisors in firm: 2
President and CEO
Grunden Financial Advisory
2516 Lillian Miller Parkway
Suite 110
Denton, Texas 76210
940-591-9007
Year practice began: 2001
Number of advisors in firm: 2
Number of clients: 90
Compensation method: Fee-only
Fee for managing assets: 2% down to 25 basis points, depending on asset level
Hourly rate: $200
Client minimums: $100,000
Assets under management: $45 million
Designation: CFP
Clientele: Corporate executives, many from technology firms
Previous incarnations: recruited into insurance business in 1974 while a student at the University of North Texas; set up solo advisory business in 1980 before joining Dallas/Rhoads/ Associates in 1986 (re-named Rhoads Grunden Lucca in 1996)
Outside interests: Golf, spending time with his eight children (aged 8 to 27), and doing the chores on his 20 acre ranch
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