Greenbrier Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$2,500⁠-⁠$30,000

“Fixed fee rates range between $2,500 to $30,000.”

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

How Greenbrier Financial bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on the value of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Greenbrier Financial’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Roanoke that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$30,000 spans the Virginia median of $4,250. 93% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Roanoke that publish a flat or project fee charge less.

About Greenbrier Financial

• Principal: Todd Dalton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341645

Website

greenbrierfin.com (opens in new tab)

Phone

(540) 759-0851

Other planners in Roanoke that publish fees

• American Financial Planning, Inc.Roanoke$215/hr, $2,450
• Kommon Wealth, LLCRoanoke$1,000⁠-⁠$5,000
• Monsour Advisory Services, Inc.Roanoke$250/hr, $30,000
• Og Advisory Group, LLCRoanoke$300⁠-⁠$1,200
• Peakvalley Wealth, LLCRoanoke$250/hr
• Waynefirebaugh, Inc.Roanoke$500/hr

Compare all 14 planners in Roanoke