G&f Financial Services fees and pricing
Financial planner in Panama City Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, G&f Financial Services charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Fees for managing assets: 1.30% for all assets under management Financial Planning Consultation fees: $400.00 Hourly Rate for consultation Financial Plan price range from $1,000 - $2,500 The specific manner in which fees are charged by G & F Financial Services is established in a client’s written Investment…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How G&f Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed in arrears each calendar quarter.”
- “Clients may also elect to be billed directly for fees or to authorize Glenn Delman to directly debit fees from client accounts.”
- “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
How G&f Financial Services’ fees compare
- Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
About G&f Financial Services
- Principal: Glenn Delman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1991 (35 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.3% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $19,051,125
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128940
- Phone
- (888) 687-7676
Can advise clients in 2 states: California, Florida
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.