Grey Fox Wealth Advisors, LLC fees
Financial planner in Rockland, Delaware. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Grey Fox Wealth Advisors, LLC (Rockland, DE) charges $450-$550 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- $450-
$550/hr Above the Delaware median of $275; 10 of the 11 other planners in Delaware that publish an hourly rate charge less.
“In general, fees will be charged on an hourly-basis ($450 - $550 per hour) and will be paid in advance.”
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
- None stated in the brochure
- Team size
- 11 employees
How Grey Fox Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly in advance pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Once the financial consulting project has been completed or in the case of early termination, any fees that exceed that amount of actual time required will be returned, by check, as appropriate.”
About Grey Fox Wealth Advisors, LLC
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 311
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $699 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 307172 (opens in new tab)
- Phone
- (302) 482-3211
Registered or notice filed in 13 states: California, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia
More planners in Delaware that publish fees
- Benchmark Financial, LLCWilmingtonHourly $500/hr, Monthly $400/mo
- Back Bay Financial Planning & InvestmentsBethany BeachHourly $400/hr, Flat $2,500-$5,000
- Delaware Financial Planning, LLCNewarkHourly $450/hr, Flat $4,000-$8,000
- Black Arrow Capital LLCNewarkHourly $250/hr, Flat $1,250-$25,000
- CSG FinancialDoverFlat $1,800-$5,000, Monthly $200-$500/mo
- Age Wisely FinancialWilmingtonFlat $3,000-$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.