Gratus Wealth Advisors LLC fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 21, 2026, Gratus Wealth Advisors LLC charges up to $500 an hour and a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $500/hr
“Hourly fees will range from $0.00 to $500 per hour.”
- Flat or project fee
- $50,000
“Flat fees as well as Annual Ongoing Fees will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gratus Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset management fees are paid quarterly 7 in advance.”
- “The fee for the subsequent quarter is billed and payable within ten (10) days after the end of the prior quarter.”
- “Fees may be assessed on an hourly basis, as a one-time flat fee, or as an annual fee payable monthly, quarterly, or semi-annually.”
How Gratus Wealth Advisors LLC’s fees compare
- Its hourly rate of up to $500 spans the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Virginia Beach that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the Virginia median of $4,250. 98% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 9 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.
About Gratus Wealth Advisors LLC
- Firm size: 9 employees.
- Registered as an adviser: 2023 (3 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
- 1.35% a year
- Clients
- 431
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $822,187,016
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328641
- Phone
- (757) 909-5500
Can advise clients in 8 states: Florida, North Carolina, New Hampshire, New York, South Carolina, Tennessee, Texas, Virginia
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500-$10,000
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/yr
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.