Grey Ledge Advisors, LLC fees and pricing
Financial planner in Guilford, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Grey Ledge Advisors, LLC charges $300 an hour, a flat or project fee of $300-$1,500, and an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The hourly fee for Consulting Services is $300.00 an hour.”
- Flat or project fee
- $300-$1,500
“Page 10 of 46 FINANCIAL PLANNING SERVICES FEES We charge either a fixed fee ranging from $300 to $1,500 or an hourly fee of $300 for financial planning services.”
- Annual fee
- $1,200/yr
“We charge an annual fee for Pension Consulting Services of $1,200.00, which is billed in advance on a quarterly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grey Ledge Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Grey Ledge Advisors, LLC will send an invoice to the client upon conclusion of the consultation, and when deemed appropriate by Grey Ledge Advisors, LLC for time utilized for specific requests from the client.”
- “Grey Ledge Advisors, LLC’s hourly advisory fees are not negotiable.”
- “Our fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
How Grey Ledge Advisors, LLC’s fees compare
- Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Guilford that publish an hourly rate charge less.
- Its flat or project fee of $300-$1,500 is below the Connecticut median of $5,125. 3% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- Its annual fee of $1,200 is below the Connecticut median of $6,000. 22% of the 27 other Connecticut planners that publish an annual fee charge less.
About Grey Ledge Advisors, LLC
- Firm size: 12 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2003 (23 years).
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% a year
- Clients
- 799
- Employees
- 12
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $616,042,789
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124867
- Phone
- (203) 453-9075
Can advise clients in 17 states: California, Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas
Other planners in Guilford that publish fees
- Compass Wealth Management LLCGuilfordUp to $10,000
- Mccauley Investments Advisors LLCGuilford$150/hr
- Monte Financial Group, LLCGuilford$150-$350/hr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
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.