G-Squared Advisory LLC fees and pricing
Financial planner in Mamaroneck, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, G-Squared Advisory LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Fees for financial planning and investment advisory services are $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How G-Squared Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed in half hour increments.”
- “Fees are not collected for services to be provided more than 6 months in advance.”
- “The balance of fees due are payable immediately upon presentation of the plan or advice to Client.”
How G-Squared Advisory LLC’s fees compare
- Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About G-Squared Advisory LLC
“G-Squared Advisory LLC provides fee-only, hourly, as needed Financial Planning and Investment Advisory services to individuals and families from all walks of life. The primary function of G-Squared Advisory LLC is providing Financial Planning services to individuals.”
- Firm size: 2 employees.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152968
- Phone
- (914) 263-1082
Other planners in Mamaroneck that publish fees
- Sparrow Wealth ManagementMamaroneck$300/hr, $1,500-$2,500
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.