GLR Partners fees and pricing

Financial planner in Columbia, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 2, 2026, GLR Partners charges a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,500; “Clients that are receiving financial planning services only are charged a fixed fee, with a minimum fee amount of $1,500.”

Payment and refund terms, quoted from the fee section of the brochure.

“The GLR Partners investment management fee is based on a percentage of the value of assets under management and is generally paid quarterly in advance.”
“When a client’s account is opened, the GLR Partners investment management services fee is billed for the remainder of the current quarterly billing period and is based on the client’s initial contribution to the client account.”
“For clients receiving ongoing financial planning services the annual fee is charged quarterly in advance.”

Its flat or project fee of $1,500 is below the Maryland median of $4,335. 18% of the 133 other Maryland planners that publish a flat or project fee charge less.
3 of the 6 other planners in Columbia that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $1,500 minimum fee (stated in brochure)
Clients: 170
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $260,700,422
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 334902
Website: glrpartners.net (opens in new tab)
Phone: (410) 446-9094

Can advise clients in 5 states: Florida, Maryland, New York, Texas, Virginia

Is something on this page wrong or out of date?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.