Brett Theodore Grau
Investment adviser representative at Root Financial Partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Root Financial PartnersOct 2025 to now
- Charles Schwab & Co., Inc.Dec 2013 to now
- Schwab Wealth Advisory IncApr 2022 to Oct 2025
- Charles Schwab Bank, SsbNov 2021 to Apr 2022
- Schwab Private Client Investment Advisory, Inc.Oct 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5515351
- Firm CRD
- 290289