Greystone Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“GWM charges a fixed fee between $500 and $5,000 dependent upon the complexity of the Client’s specific situation.”

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

How Greystone Wealth Management LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The amount of the refund to the Client or the unpaid earned fees due to GWM will be based on the percentage of the financial plan completed by GWM at the time of cancelation.”

How Greystone Wealth Management LLC’s fees compare

• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Huntington Beach that publish a flat or project fee charge less.

About Greystone Wealth Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2026.

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

1.5% a year

Clients

25

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$7,150,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

340127

Website

greystonewm.com (opens in new tab)

Phone

(714) 398-8899

Can advise clients in 2 states: California, North Carolina

Other planners in Huntington Beach that publish fees

• Bluepoint Wealth AdvisorsHuntington Beach$4,000⁠-⁠$20,000, $7,500/yr
• Capital Resources and Insurance, IncHuntington Beach$500/hr
• Core Capital Management, LLCHuntington Beach$400/hr, $5,000⁠-⁠$10,000
• Gregory Advisors Inc.Huntington Beach$100⁠-⁠$250/hr
• Mahalo Advisory Services, LLCHuntington Beach$350/hr, $2,500
• Spahr Financial Group, LLCHuntington Beach$300/hr

Compare all 14 planners in Huntington Beach