Grantvest Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“GRANTvest Financial’s financial planning and consulting fees are negotiable, but generally are $350 on an hourly rate basis, and from $1,000 to $10,000 on a fixed fee basis, 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.

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

How Grantvest Financial Group LLC bills

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

• “Hourly engagements will be billed after services are provided.”
• “SyntheticFi shall be responsible for sending monthly client fee invoices via email.”
• “The fees will be charged via client credit card on file at SyntheticFi.”

How Grantvest Financial Group LLC’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners 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.

About Grantvest Financial Group LLC

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 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

2% a year

Clients

620

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$230,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310272

Website

GRANTvest.com (opens in new tab)

Phone

(732) 970-6659

Can advise clients in 17 states: California, Connecticut, Delaware, Florida, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia

Other planners in New Jersey that publish fees

• 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
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey