Granite Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“Services are offered based on a flat fee between $1,500 and $10,000.”

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

How Granite Financial Group bills

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

• “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “The annual fee is negotiable and is charged as a percentage of the Included Assets.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Granite Financial Group’s fees compare

• Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Brookfield that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Wisconsin median of $3,000. 67% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Brookfield that publish a flat or project fee charge less.

About Granite Financial Group

• Firm size: 2 employees.
• Registered as an adviser: 2019 (7 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

Highest asset based fee in brochure

1% a year

Clients

250

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$186,200,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168675

Website

granitefgllc.com (opens in new tab)

Phone

(262) 792-1111

Can advise clients in 3 states: Illinois, Texas, Wisconsin

Other planners in Brookfield that publish fees

• Annex Wealth Management, LLCBrookfield$1,000
• Borges FinancialBrookfield$395/hr, $1,000
• Brook CapitalBrookfield$1,000/yr
• Entasis Asset Management LLCBrookfield$4,000/yr
• Financial Strategies, Inc.Brookfield$300/hr, $1,000⁠-⁠$15,000
• Midwest Wealth Solutions LLCBrookfield$400/hr, $8,000

Compare all 12 planners in Brookfield