Grand Arbor Advisors fees and pricing
Financial planner in Richland Hills, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2024, Grand Arbor Advisors charges a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,000
“Fixed fees refer to written financial plans, which range from $200 to $2,000, depending on the complexity of a client's financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grand Arbor Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half the fee is due in advance, the rest upon presentation of the plan.”
- “The negotiable hourly fee is up to $150 and is paid after the consultations.”
How Grand Arbor Advisors’ fees compare
- Its flat or project fee of $200-$2,000 is below the Texas median of $3,850. 11% of the 401 other Texas planners that publish a flat or project fee charge less.
About Grand Arbor Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 2% a year
- Clients
- 38
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $12,457,402
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149176
- Phone
- (817) 589-7281
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date?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.