Greybridge Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“In limited circumstances, we will charge an hourly fee between $250 and $500 per hour for financial planning services.”

Flat or project fee

$1,500⁠-⁠$25,000

“At our discretion, fees for financial planning services may be negotiated; however, VWP will typically charge a fixed fee for financial planning which generally ranges between $1,500 and $25,000.”

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

How Greybridge Private Wealth bills

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

• “Financial planning fees are negotiable depending on the nature, complexity, and time involved in providing the Client with the requested services.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Greybridge Private Wealth’s fees compare

• Its hourly rate of $250-$500 spans the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
• 16 of the 24 other planners in San Antonio that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$25,000 spans the Texas median of $3,850. 89% of the 401 other Texas planners that publish a flat or project fee charge less.
• 16 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About Greybridge Private Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327490

Website

greybridgepw.com (opens in new tab)

Phone

(210) 863-6509

Other planners in San Antonio that publish fees

• 1900 WealthSan Antonio$350/hr, $1,500
• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600

Compare all 54 planners in San Antonio