Grigg Financial, LLC fees and pricing
Financial planner in Timonium, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 14, 2026, Grigg Financial, LLC charges $360 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $360/hr
“- Item 5 Financial Planning and Consulting Services Fees Grigg Financial, LLC will charge a maximum hourly fee of $360 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grigg Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable depending on the scope, complexity, needs, and circumstances of the client, the individual providing the services, as well as the amount of time estimated to complete the requested services.”
- “We do not require you to pay fees six or more months in advance and in excess of $500.”
- “Financial planning and consulting fees are payable directly to Grigg Financial, LLC by check.”
How Grigg Financial, LLC’s fees compare
- Its hourly rate of $360 is above the Maryland median of $300. 66% of the 156 other Maryland planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Timonium that publish an hourly rate charge less.
About Grigg Financial, LLC
“We offer broad-based and structured financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Principal: Thomas Grigg
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 252
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $64,277,660
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304317
- Phone
- (410) 231-7040
Other planners in Timonium that publish fees
- Berman McaleerTimonium$450-$700/hr
- Jba Financial AdvisorsTimonium$300/hr, $1,000-$10,000
- L. K. Benson & Company, P.C.Timonium$195-$585/hr, $10,000-$32,000/yr
- Waypoint Wealth ManagementTimonium$1,800-$7,500
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.