Greene & Company Financial Services LLC fees and pricing
Financial planner in Moultonborough, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2024, Greene & Company Financial Services LLC charges $180 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $180/hr
“The other fee that may be charged in connection with our advisory services are hourly charges, typically $180 per hour, for special projects requested by the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greene & Company Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are refunded on a prorated basis on any account terminated prior to the end of the current quarter.”
- “Our fees are negotiable as stated in the Investment Advisory Contract.”
How Greene & Company Financial Services LLC’s fees compare
- Its hourly rate of $180 is below the New Hampshire median of $275. 12% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About Greene & Company Financial Services 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 69
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $8,815,098
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126875
- Phone
- (860) 868-3410
Can advise clients in 2 states: Connecticut, New Hampshire
Other planners in Moultonborough that publish fees
- Matthew J Cohen ConsultingMoultonborough$125/hr, $1,250-$2,000
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
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.