PlannerFees

Gregory Financial LLC fees and pricing

Financial planner in Doylestown, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 4, 2026, Gregory Financial LLC charges $300 an hour, a flat or project fee of $3,000⁠-⁠$7,000, a quarterly fee of $1,500⁠-⁠$2,500, and an annual fee of $6,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Consulting services are offered based on an hourly fee of $300 per hour.”
Flat or project fee
$3,000⁠-⁠$7,000
“Financial planning services are offered based on a fixed fee between $3,000 and $7,000 dependent upon the complexity of the Client’s specific situation.”
Quarterly fee
$1,500⁠-⁠$2,500/qtr
“Between $1,500 and $2,500 per quarter ($6,000-$10,000/year) dependent on upon the complexity of the Client’s specific situation Fees are charged quarterly in arrears.”
Annual fee
$6,000⁠-⁠$10,000/yr

From the same sentence as above.

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

How Gregory Financial LLC bills

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

  • “Upon termination of the Agreement, the fee will be prorated and any unearned fees will be due to GFL. 7 Client Payment of Fees Fees for ongoing financial planning services will be billed to the Client and paid directly to GFL.”
  • “Fees for financial planning and consulting services will be billed to the Client and paid directly to GFL.”

How Gregory Financial LLC’s fees compare

  • Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 3 of the 5 other planners in Doylestown that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$7,000 spans the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • Its annual fee of $6,000-$10,000 is above the Pennsylvania median of $6,000. 57% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Doylestown that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Gregory Financial LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
335745
Website
gregory-financial.com (opens in new tab)
Phone
(215) 589-0343

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