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.”
From the firm's description of its advisory business in its Form ADV brochure.
  • 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
Website
griggfinancial.com (opens in new tab)
Phone
(410) 231-7040

Can advise clients in 2 states: Delaware, Maryland

Other planners in Timonium that publish fees

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