linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Grant Allen Heutel

THE Colony Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Grant? Claim Your Profile

About Grant Allen Heutel

Grant Allen Heutel is an investment advisor representative with The Colony Group, LLC, a firm with over $50 billion in assets under management. Grant has been in the financial services industry since 2017, most recently with Buckingham Strategic Wealth, LLC. Grant is registered with the state of Missouri as an Investment Advisor Representative. Grant holds the Series 65, Series 7, and SIE licenses.

Firm Information

Grant Heutel is currently registered with THE Colony Group, LLC. THE Colony Group, LLC is a Boston, MA-based investment advisor managing over $50 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm offers a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
THE Colony Group, LLC

ONE BOSTON PLACE, 11TH FLOOR

BOSTON, MA 02108

$21.47B

Assets Under Management

765

Total Clients

415

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Grant Heutel’s Registration & Firm History

MA

07/01/2024 - Present

THE Colony Group, LLC (BOSTON MA)

MO

04/19/2017 - 02/09/2018

PRINCIPAL SECURITIES, INC. (COLUMBIA MO)

Not sure if Grant Allen Heutel is right for you?

Licenses & Designations

IA

Issued 09/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Allen Heutel.
Not sure if Grant Allen Heutel is right for you?