Gray Colt Financial Planning LLC fees and pricing
Financial planner in St. Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Gray Colt Financial Planning LLC charges $200 an hour 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
- $200/hr
“An hourly fee of $200 per hour is charged by Gray Colt Financial Planning for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gray Colt Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
- “This means that the assets in a client’s account will be billed at different levels according to the fee schedule above.”
How Gray Colt Financial Planning LLC’s fees compare
- Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- 1 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
About Gray Colt Financial Planning LLC
“Asset Management Services Gray Colt Financial Planning offers asset management services, which involves Gray Colt Financial Planning providing you with continuous and ongoing supervision over your specified accounts.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $700,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333202
- Phone
- (727) 922-3722
Other planners in St. Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Avid PlanningSt. Petersburg$286-$572/hr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000-$10,000
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.