Grant HallowayCFP® · RICP®
Retirement Income Specialist · North Star Retirement Group · Dallas, TX
★★★★★ 4.7(93+ client reviews)
Fee
1.00%
Fee-based
Minimum
$100k
to start
Experience
16 yrs
advising clients
Response
within 1 business day
typical reply
About Grant
Grant works with people who did everything right - saved in the 401(k), paid off the house - and now face the part nobody taught them: turning a lump sum into a monthly paycheck that survives a bad market decade.
His RICP® training shows in the details: withdrawal sequencing, Roth conversion windows, and honest conversations about what guaranteed-income products do and don't deserve a place in a plan.
Specialties & services
- Social Security timing analysis included
- Income-floor design with guaranteed components
- Quarterly in-person reviews in Dallas
Best for
First-generation retirees who want a steady hand
Sound like you? Smart move: compare Grant against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Grant's availability alongside the alternatives — free.
Frequently asked about Grant Halloway
What are Grant Halloway's fees?
Grant Halloway of North Star Retirement Group publishes a fee of 1.00% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Grant Halloway's account minimum?
North Star Retirement Group lists a minimum of $100k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Grant Halloway a fiduciary?
Grant Halloway operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Grant work with clients outside Dallas?
North Star Retirement Group primarily serves clients in and around Dallas, TX, with in-person meetings. If you're elsewhere, the matcher can find comparable advisors who work virtually.
How do I book a call with Grant Halloway?
Use the free AdvisoryReviews matcher to check Grant's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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