Greenbridge Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,250/hr

“The negotiated hourly fee for these services is between $250 and $1,250.”

Flat or project fee

$250⁠-⁠$12,500

“The negotiated fixed rate for creating client financial plans is between $250 and $12,500.”

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

How Greenbridge Partners LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of GPL's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Greenbridge Partners LLC’s fees compare

• Its hourly rate of $250-$1,250 spans the Florida median of $288. 98% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lakeland that publish an hourly rate charge less.
• Its flat or project fee of $250-$12,500 spans the Florida median of $4,900. 68% of the 320 other Florida planners that publish a flat or project fee charge less.

About Greenbridge Partners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• 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, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

648

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$433,127,053

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304445

Phone

(863) 688-5938

Can advise clients in 4 states: Alabama, Florida, Georgia, Tennessee

Other planners in Lakeland that publish fees

• Alpha Advisors, LLCLakeland$150⁠-⁠$200/hr, $500⁠-⁠$2,500
• Wise Financial Strategies, LLCLakeland$300/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 8 planners in Lakeland