PlannerFees

Grant Street Wealth Management, LTD. fees and pricing

Financial planner in Columbus, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2026, Grant Street Wealth Management, LTD. charges $150 an hour, a flat or project fee of $500⁠-⁠$2,000, and an annual fee of $500 for financial planning.

Published fees

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

Hourly rate
$150/hr
“In some cases, we may charge an hourly fee of $150 per hour for financial planning or advisor coordination services, which is negotiable depending on the scope and complexity of the plan, your situation, your financial objectives, and/or the number of entities or advisors involved.”
Flat or project fee
$500⁠-⁠$2,000
“A one-time, flat fee for a financial plan ranges from $500 to $2,000.”
Annual fee
$500/yr
“Unsupervised Asset Investment Review: $500 per year”

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

How Grant Street Wealth Management, LTD. bills

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

  • “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
  • “Business Consulting: $2,200 per year All financial planning fees are invoiced to you for payment as described above.”
  • “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Grant Street Wealth Management, LTD.’s fees compare

  • Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
  • None of the 20 other planners in Columbus that publish an hourly rate charge less.
  • Its flat or project fee of $500-$2,000 is below the Ohio median of $3,250. 18% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 1 of the 18 other planners in Columbus that publish a flat or project fee charge less.
  • Its annual fee of $500 is below the Ohio median of $5,000. None of the 79 other Ohio planners that publish an annual fee charge less.
  • None of the 7 other planners in Columbus that publish an annual fee charge less.

About Grant Street Wealth Management, LTD.

“Our financial planning services typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Insurance analysis
  • 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
1.25% a year
Employees
1
Services reported to regulators
Financial planning, pension consulting, selecting other advisers, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
158535
Website
grantstreetwm.com (opens in new tab)
Phone
(614) 766-3621

Other planners in Columbus that publish fees

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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.