Grunbeck Financial Services LLC

We focus on your back office so you can focus on your clients

Your Fractional Associate
Financial Planner

Scale your practice or grow your client base—without hiring full-time staff. CFP®-led support for solo and small advisory firms ready to do more.

Ready to scale without the hiring headaches?

Whether you're drowning in back office work or ready to take on more clients, you don't need to hire a full-time associate to grow your practice.

Grunbeck Financial Services provides flexible, professional support that adapts to your firm's needs, from administrative relief to full financial planning integration.

Two ways to work together:

Back Office Essentials – Free up your time by offloading client onboarding, data entry, meeting prep, and operational tasks
Full Planning Integration – Expand your capacity with comprehensive financial planning support, including client meetings and plan delivery

No long-term contracts. No training costs. No benefits packages. Just reliable, CFP®-level support when you need it.

How We Support Solo and Small Advisory Firms

Scale Mode: Back Office Essentials

Get time back to focus on what matters—your clients and growing your practice.

What's included:

Client onboarding and data entry
CRM management and custodial paperwork
Meeting prep and follow-up coordination
Report generation and account reviews
Document management and tax return uploads

Who it's for: Solo advisors and small advisory teams looking to reclaim their time and operate more efficiently without adding headcount.

Pricing: Starts at 12-hour monthly retainers ($75/hour)

Growth Mode: Full Planning Integration

Increase your client capacity and revenue with a fractional associate financial planner who handles the full planning process.

What's included:

Everything in Back Office Essentials, plus:

Comprehensive financial plan development
Client-facing planning meetings
Scenario modeling and tax planning
Investment analysis and recommendations
Estate and insurance reviews

Who it's for: Growth-focused advisors ready to serve more clients or offer deeper planning without hiring a full-time planner.

Pricing: Starts at 20-hour monthly retainers ($100/hour)

Why Advisory Firms Choose Us

CFP®-Led Planning, Zero Hiring Risk – Get professional planning expertise without payroll, benefits, or turnover concerns.

You're Not Alone – Provide continuity and backup for your clients. Show them you have reliable support, addressing the biggest concern about working with solo advisors.

Full System Integration – We work directly in your CRM and planning software (eMoney, MoneyGuide Pro, Wealthbox, Advyzon, and more). No learning curve, no disruption.

White-Labeled & Seamless – Your clients see your brand. We work behind the scenes to make you look great.

Flexible & Transparent Pricing – Monthly retainers with clear hourly blocks and predictable overage rates. No surprises, just straightforward pricing.

Boutique Service, Personal Touch – Work directly with Thomas, not a rotating team. Build a trusted partnership, not just a vendor relationship.

How We Work

Exploratory Call – We'll discuss your needs, current systems, and service fit.
Seamless Integration – Quick onboarding into your CRM and planning tools.
Flexible Support – Start with back office support, scale to full planning integration as your practice grows.
Ongoing Partnership – Reliable, responsive support that adapts as your firm evolves.