Griffin Financial Advisors, LLC fees and pricing
Financial planner in St. John, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 3, 2026, Griffin Financial Advisors, LLC charges $300 an hour and a flat or project fee of $1,000-$3,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The agreed time allocated to accomplish additional tasks will be billed at our rate of $300 per hour.”
- Flat or project fee
- $1,000-$3,600
“The fee is a one-time project fee that typically ranges between $1,000 and $3,600 based upon the complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Griffin Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter or in the case of new accounts, the inception value.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “For accounts closed mid-quarter, the client will be entitled to a pro-rated refund for the days of service not provided in the final quarter.”
How Griffin Financial Advisors, LLC’s fees compare
- Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$3,600 is below the Indiana median of $5,000. 19% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Griffin Financial Advisors, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2014 (12 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
- 1.75% a year
- Clients
- 155
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $65,667,313
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171455
- Phone
- (708) 759-7554
Can advise clients in 3 states: Illinois, Indiana, Wisconsin
Other planners in St. John that publish fees
- Smart Choice Financial Planning, Inc.St. John$250/hr
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
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.