PlannerFees

Grey Kirwan Financial fees and pricing

Financial planner in Reston, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 3, 2026, Grey Kirwan Financial charges $400 an hour and a flat or project fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Financial planning and consulting services are offered for a fixed fee not to exceed $20,000 or at an hourly rate not to exceed $400, billed in arrears.”
Flat or project fee
$20,000

From the same sentence as above.

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

How Grey Kirwan Financial bills

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

  • “Please be advised that the TPM’s management fees are determined by the TPM, which may be incorporated with or in addition to our fees and may be billed either in advance or arrears.”
  • “This administration fee is not prorated, and you are expected to pay it annually in arrears by check.”
  • “If termination does not occur at the end of a calendar quarter, you will be entitled to a prorated refund of the prepaid quarterly advisory fee based on the number of days remaining in the quarter after the termination notice takes effect.”

How Grey Kirwan Financial’s fees compare

  • Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 9 of the 10 other planners in Reston that publish an hourly rate charge less.
  • Its flat or project fee of $20,000 is above the Virginia median of $4,250. 93% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 6 of the 6 other planners in Reston that publish a flat or project fee charge less.

About Grey Kirwan Financial

“Grey Kirwan Financial, LLC (hereinafter referred to as “the Firm,” “we,” “us,” and “our”) offers comprehensive asset management and financial planning services designed to help you reach your long-term financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Tax planning
  • Charitable giving

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
1.25% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
338850
Website
greykirwan.com (opens in new tab)
Phone
(703) 592-3944

Can advise clients in 2 states: Maryland, Virginia

Other planners in Reston that publish fees

Compare all 21 planners in Reston

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.