Grand Life Financial LLC fees and pricing

Financial planner in Summit, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 11, 2026, Grand Life Financial LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “For any unearned asset-based fees paid in advance, the refunded fee will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination. *The daily rate is calculated by dividing the annual asset-based…”

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

“For assets below $2,000,000, we charge an additional fee, and these separate fees are paid on a quarterly basis via ACH bank transfer or credit card.”
“If this Agreement is terminated prior to completion of the financial planning services, then Client will be responsible for paying the prorated fee for work completed but unpaid (if any) at the time termination becomes effective.”
“Clients may terminate the agreement without penalty, for a full refund of Grand Life Financial’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

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% a year
Clients: 5
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $8,565,682
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 322132
Website: youtube.com/@GrandLifeFinancial (opens in new tab)
Phone: (973) 264-9044

Can advise clients in 2 states: Florida, New Jersey

Is something on this page wrong or out of date?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