• How are you compensated?

    We believe you deserve to know exactly what you pay and why — with no surprises. Grand Glaize is a fee-based firm, which means our primary compensation comes from advisory fees paid directly by our clients. In some cases, certain insurance or investment products may carry a commission component, and we’ll always disclose that clearly upfront. We’ll walk you through exactly how our compensation works in our very first conversation. Please also review our Form CRS for additional information.

  • What standard of care applies when working with you?

    Grand Glaize Wealth Management offers both investment advisory services and brokerage services. When providing investment advisory services, we act as a fiduciary and are required to act in your best interest. When providing brokerage services, we are held to the Regulation Best Interest (Reg BI) standard, which requires us to act in your best interest at the time of a recommendation. The type of account and services you receive will determine which standard applies. Please ask us if you have questions about which role we are serving in when working with you.

  • Is there a minimum to work with you?

    We work with clients at a range of stages — from those just beginning to build wealth to established business owners and retirees managing significant assets. We’re more focused on fit than on minimums. If you’re serious about building a financial plan and willing to engage as a genuine partner, we’d love to have a conversation.

  • What does the first meeting look like?

    The first conversation is entirely about you. We’ll ask questions about your goals, your current situation, and what’s been keeping you up at night financially. We won’t pitch products or pressure you into anything. The goal is simply to understand your situation well enough to know whether — and how — we can genuinely help. There’s no obligation and no cost for the initial conversation.

  • Who do you typically work with?

    Our clients are primarily business owners, retirees and pre-retirees, commission-based professionals (especially realtors), and young professionals across the Lake of the Ozarks, Jefferson City, and broader mid-Missouri region. Great planning relationships don’t always fit a profile. If you’re curious, reach out — we’ll tell you honestly if we think we’re the right fit.

  • Are you affiliated with a larger firm?

    Grand Glaize Wealth Management is independently owned and operated. We are affiliated with Ausdal Financial Partners, Inc. as our broker-dealer and Registered Investment Advisor. Our independence means we’re not tied to any proprietary products or parent company’s agenda. You can verify our background anytime at FINRA BrokerCheck.