Graystone Advisor, LLC fees and pricing

Financial planner in Foster City, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 11, 2026, Graystone Advisor, LLC charges an annual fee of $16,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The ongoing fees are negotiable and are pro-rated.”
“The annual fee for the ongoing Comprehensive Financial Planning and Investment Advisory Services will be paid in advance on a monthly or quarterly basis.”
“An account may be terminated with written notice at least 90 calendar days in advance.”

Its annual fee of $16,000 is above the California median of $6,250. 83% of the 224 other California planners that publish an annual fee charge less.

Principal: Aaron Agte
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2019 (7 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 23
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $28,473,082
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 301920
Website: graystoneadvisor.com (opens in new tab)
Phone: (650) 600-3963

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