Grenadilla Advisory LLC fees
Financial planner in Kirtland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Grenadilla Advisory LLC (Kirtland, OH) charges $250-$500 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
- Website: grenadilla-advisory.com (opens in new tab)
- Call (440) 552-7245
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Starts at the Ohio median of $250 and runs above it.
“Hourly fees range from $250 - $500 per hour, depending on what is negotiated between GAL and the client.”
- Flat or project fee
- $1,000-
$5,000 Runs from below the Ohio median of $3,625 to above it.
“Fixed fees for longer-term consulting projects range from $1,000 to $5,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $500,000 in assets (stated in the brochure)
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Grenadilla Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in arrears on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the following quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 9, 2026
- CRD number
- 336376 (opens in new tab)
- Phone
- (440) 552-7245
More planners in Ohio that publish fees
- Arch City FinancialGrove CityHourly $175-$350/hr, Flat $500-$20,000
- Accountable Financial Planning LLCWestervilleHourly from $200/hr, Annual $2,500/yr
- Incline WealthClevesHourly $250/hr, Flat $300-$10,000
- Allied Planning PartnersBataviaFlat $750, Annual $4,000/yr
- Bear & Eagle Investments LLCClevesHourly $100/hr
- Pomeroy Financial Planning, LLC.CincinnatiHourly up to $350/hr
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.