Grant Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The financial planning fees are negotiable, but generally range from $2,500.00 to $15,000.00 annually on a fixed fee basis and $200.00 to $500.00 on an hourly basis, depending upon the level and scope of the services required.”

Annual fee

$2,500⁠-⁠$15,000/yr

From the same sentence as above.

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

How Grant Asset Management, LLC bills

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

• “While almost all of our clients choose to have their fee debited from their account, we will invoice clients upon request.”
• “Clients engaging GAM for ongoing financial planning services will be billed quarterly upon the completion of the first six months of the engagement.”
• “Financial planning fees will be due upon receipt of invoice from GAM.”

How Grant Asset Management, LLC’s fees compare

• Its hourly rate of $200-$500 spans the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Middletown that publish an hourly rate charge less.
• Its annual fee of $2,500-$15,000 spans the New Jersey median of $6,318. 66% of the 47 other New Jersey planners that publish an annual fee charge less.

About Grant Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• College planning
• Business owners

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

45

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,381,298

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318892

Website

grantassetmanagement.com (opens in new tab)

Phone

(908) 902-3193

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

Other planners in Middletown that publish fees

• Capital B Advisory Services LLCMiddletown$125/hr, $485
• Newport Wealth Management, LLCMiddletown$100⁠-⁠$500/hr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 4 planners in Middletown