Grant T Nailor
Investment adviser representative at Financial Plans & Strategies, Inc.
12 yearsExperience
1 stateRegistered in
$610.6MFirm assets
10 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial Plans & Strategies, Inc.Jan 2024 to now
- AonMay 2024 to Aug 2024
- Ritz CharlesAug 2023 to Dec 2023
- Grayslake Park District Golf CourseMay 2023 to Aug 2023
- 4 Birds BakeryAug 2022 to Dec 2022
- AmazonJun 2022 to Aug 2022
- Pine Meadow Golf ClubFeb 2019 to Aug 2023
- StudentAug 2014 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Financial Plans & Strategies, Inc.
$610.6MAssets managed
1,081Clients
6Advisers
10 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
- 7969831
- Firm CRD
- 123793