Great Ocean Road Financial fees and pricing

Financial planner in Lewes, Delaware. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Great Ocean Road Financial charges $600 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $600/hr; “Hourly financial planning fees will not exceed $600 per hour and will be billed in 15-minute increments.”

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

“Financial planning services fees may be negotiable based on the complexity and scope of the services, as well as the client’s financial situation and objectives.”
“Clients may terminate the agreement without penalty, for a full refund of Great Ocean Road’s fees within 5 business days of signing the Financial Planning Agreement.”
“Our fees are negotiable solely at our discretion.”

Its hourly rate of $600 is above the Delaware median of $300. 100% of the 18 other Delaware planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Founded: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 17
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $7,800,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331567
Phone: (302) 858-7596

Can advise clients in 3 states: Delaware, Florida, Pennsylvania

Is something on this page wrong or out of date?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.