GPS Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly financial planning fees are charged at an hourly rate of $300 and are paid 100% in arrears, upon completion of the agreed upon work.”

Flat or project fee

$300

“Please note that our firm has raised its minimum standalone financial planning fee to $300, please see Item 5 for more information. 2 Item 3:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How GPS Financial, LLC bills

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

• “Upon completion of our work, additional or ongoing services provided by GPS are agreed to in a separate contract with our firm’s Ongoing Financial Planning.”
• “These fees are not negotiable, and the final fee will be included in the summary.”
• “All fees are paid upon completion with the delivery of the written summary.”

How GPS Financial, LLC’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Pittsford that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the New York median of $4,500. 1% of the 251 other New York planners that publish a flat or project fee charge less.

About GPS Financial, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 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

Clients

263

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$77,322,871

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290227

Website

gpsfinancialadvisors.com (opens in new tab)

Phone

(585) 598-9111

Other planners in Pittsford that publish fees

• Candace Shira Associates, LLCPittsford$350/hr
• Hamewith WealthPittsford$3,000⁠-⁠$10,000/yr
• Labounty Financial PlanningPittsford$2,500⁠-⁠$10,000, $6,500⁠-⁠$15,000/yr
• Mark Andrew PaganelliPittsford$150⁠-⁠$300/hr
• Occam Capital Management, LLCPittsford$200/hr
• Professional FinancialPittsford$600/hr, $1,250/qtr

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