Grinnell Capital, LLC fees and pricing
Financial planner in Park City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Grinnell Capital, LLC charges a flat or project fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,250
“Services are offered based on a flat fee of $1,250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grinnell Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the Client makes additional capital contributions to the Account or withdraws assets from the Account, the Management Fee will be prorated accordingly.”
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Grinnell Capital, LLC’s fees compare
- Its flat or project fee of $1,250 is below the Utah median of $2,050. 35% of the 63 other Utah planners that publish a flat or project fee charge less.
About Grinnell Capital, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
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
- 3% a year
- Clients
- 24
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $10,106,439
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311742
- Phone
- (208) 954-0268
Can advise clients in 4 states: California, Colorado, Idaho, Utah
Other planners in Park City that publish fees
- Financial Prosperity, Inc.Park City$1,650-$2,950
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.