Granite Rose Wealth Alliance LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Granite Wealth’s financial planning and consulting fees are negotiable, but generally consist of either an annual retainer of $3,600 ($300/month), $1,000 to $10,000 on a fixed fee basis and/or $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,000⁠-⁠$10,000

From the same sentence as above.

Monthly fee

$300/mo

From the same sentence as above.

Annual fee

$3,600/yr

From the same sentence as above.

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

How Granite Rose Wealth Alliance LLC bills

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

• “Granite Wealth will typically bill in advance one half (1/2) of a fixed fee financial plan upon engagement with final payment due at end of service.”
• “Hourly engagements will be billed after services are provided.”
• “Alternatively, clients may elect to have Granite Wealth send an invoice for payment.”

How Granite Rose Wealth Alliance LLC’s fees compare

• Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Fairfield that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the New Jersey median of $5,000. 56% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Fairfield that publish a flat or project fee charge less.
• Its annual fee of $3,600 is below the New Jersey median of $6,318. 23% of the 47 other New Jersey planners that publish an annual fee charge less.

About Granite Rose Wealth Alliance LLC

• Firm size: 3 employees.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

205

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$29,139,835

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328115

Phone

(973) 952-6466

Can advise clients in 2 states: New Jersey, New York

Other planners in Fairfield that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• Caldwell Fairfield AdvisorsFairfield$550/hr
• Cornerstone Planning GroupFairfield$100⁠-⁠$1,000/hr, $500⁠-⁠$100,000
• Key Client Fiduciary Advisors, LLCFairfield$25,000
• Strategic Family Wealth Counselors, L.L.C.Fairfield$2,500

Compare all 9 planners in Fairfield