Granite Financial Advisors, Inc. fees and pricing
Financial planner in Lewisburg, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Granite Financial Advisors, Inc. charges a flat or project fee of $300 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.
- Flat or project fee
- $300
“The fee for financial planning is a flat fee of $300 payable to Granite Financial Advisors by personal check.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Granite Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Granite Financial Advisors will send the Client a written invoice itemizing the fee, including any formula used to calculate the fee, the time period covered by the fee and the amount of assets under management on which the fee was based.”
How Granite Financial Advisors, Inc.’s fees compare
- Its flat or project fee of $300 is below the Pennsylvania median of $3,650. 1% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 2 other planners in Lewisburg that publish a flat or project fee charge less.
About Granite Financial Advisors, Inc.
“Provided Financial Planning Services Granite Financial Advisors provides Clients with comprehensive financial plans, including debt management, investment plans, budget reduction plans, and/or individual consultations regarding a Client’s financial affairs.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- 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% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,833,078
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284917
- Phone
- (570) 205-9822
Other planners in Lewisburg that publish fees
- Omniwealth Investments LLCLewisburg$1,000-$10,000
- Vision Wealth Advisors, LLCLewisburg$350/hr, $10,000
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.