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They include 1,082 individual clients, 217 high-net-worth individuals, and 12 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Horst & Graben Wealth Management offer?","answer":"Horst & Graben Wealth Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Horst & Graben Wealth Management charge?","answer":"Horst & Graben Wealth Management charges 0.40%–1.60% a year for its Standard Advisory Fee Schedule. The fee is billed in advance, is negotiable and has a $400 annual minimum.","source":"HORST & GRABEN WEALTH MANAGEMENT, LLC - ADV PART 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Horst & Graben Wealth Management use?","answer":"Horst & Graben Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $816M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Horst & Graben Wealth Management have?","answer":"Horst & Graben Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Horst & Graben Wealth Management invest in?","answer":"At the end of its last fiscal year, Horst & Graben Wealth Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Horst & Graben Wealth Management?","answer":"Horst & Graben Wealth Management is owned through a trust by Casey and Margaret Cleveland. Its direct owners are Jamieson Grabenhorst (75% or more), the Casey and Molly Cleveland Revocable Living Trust, Dated 5/2/07 (10% to 25%), and the Casey and Molly Cleveland (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Horst & Graben Wealth Management get paid?","answer":"Horst & Graben Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Horst & Graben Wealth Management registered with the SEC?","answer":"Yes, Horst & Graben Wealth Management has been registered with the SEC as an investment adviser since 27 June 2018. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}