Gremler Financial Corp fees and pricing
Financial planner in Cumming, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2021, Gremler Financial Corp charges up to $250 an hour and a flat or project fee of up to $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2021. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $250/hr
“Hourly fees range from $0 to $250 per hour.”
- Flat or project fee
- Up to $5,000
“Fixed fees typically range from $0 to $5,000 depending on the specific arrangement between the IAR and the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gremler Financial Corp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In general, fees for GFG investment advisory services are based upon a percentage of assets under management and are charged quarterly in advance by debiting advisory fees from client accounts, except as otherwise specified below.”
How Gremler Financial Corp’s fees compare
- Its hourly rate of up to $250 is below the Iowa median of $250. 4% of the 47 other Iowa planners that publish an hourly rate charge less.
- Its flat or project fee of up to $5,000 spans the Iowa median of $3,850. 30% of the 43 other Iowa planners that publish a flat or project fee charge less.
About Gremler Financial Corp
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116220
- Phone
- (515) 240-9959
Other planners in Iowa that publish fees
- Acadia Legacy GroupClive$100-$350/hr
- Accel Wealth ManagementWaverly$150-$250/hr, $500
- Actis Wealth ManagementWaukee$200/hr, $1,000-$50,000
- Alba Financial LLCCouncil Bluffs$295/hr, $4,000-$12,500
- Ao Wealth AdvisoryUrbandale$300
- Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000
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.