Greykasell Wealth Strategies, Inc. fees and pricing
Financial planner in Danville, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Greykasell Wealth Strategies, Inc. charges a flat or project fee of $6,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,200
“For financial planning services, the firm generally charges a separate flat fee from $6,200 up to $12,400, depending on the time and complexity required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greykasell Wealth Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial months at the commencement or termination of the Agreement will be billed on a pro-rated basis contingent on the number of days the account was open during the quarter.”
- “For fixed fee projects we may request that half of the fixed fee be billed prior to beginning work, with the balance due upon completion of the project.”
- “Any fees earned but not paid will be immediately due and payable.”
How Greykasell Wealth Strategies, Inc.’s fees compare
- Its flat or project fee of $6,200 is above the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Danville that publish a flat or project fee charge less.
About Greykasell Wealth Strategies, Inc.
“We provide a variety of financial planning and related services, including those related to insurance planning.”
- Firm size: 5 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Business owners
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
- 1.65% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 121
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $443,182,237
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329018
- Phone
- (925) 263-9275
Other planners in Danville that publish fees
- Apogee Wealth AdvisorsDanville$500/hr, $2,500-$10,000
- Arden Wealth ManagementDanville$200-$2,000
- Dolan Partners LLCDanville$8,000
- Gallagher Wealth ManagementDanville$300/hr, $3,000-$10,000
- Global Wealth HarborDanville$500-$8,000, $100-$800/mo
- Power InvestingDanville$360/hr
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