Gridley Associates Inc fees and pricing
Financial planner in Sausalito, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Gridley Associates Inc charges $200 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Hourly fees are billed at $200-250 per hour.”
- Flat or project fee
- $500-$10,000
“Fixed fees range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gridley Associates Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All advisory fees are payable quarterly in arrears, based on the market value of the portfolio on the last day of the preceding calendar quarter.”
- “For new accounts, Gridley Associates charges a fee based on the value of assets placed in the account, prorated to the portion of the calendar quarter during which the assets were under management by the Firm.”
How Gridley Associates Inc’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
About Gridley Associates Inc
“We provide comprehensive financial planning and investment management services to individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 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
- 2% a year
- Clients
- 9
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $85,872,602
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131258
- Phone
- (415) 397-1100
Other planners in Sausalito that publish fees
- Abunda Financial, LLCSausalito$950-$1,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.