Grit Family Office, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250.”

Flat or project fee

$25,000⁠-⁠$200,000

“The rate for creating client financial plans is between $25,000 and $200,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Grit Family Office, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of GFO's fees within five business days of signing the Investment Advisory Contract.”
• “Fees are paid in advance, but never more than six months in advance.”

How Grit Family Office, LLC’s fees compare

• Its hourly rate of $250 matches the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.
• Its flat or project fee of $25,000-$200,000 is above the Iowa median of $3,850. 100% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Cedar Rapids that publish a flat or project fee charge less.

About Grit Family Office, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2017 (9 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

0.7% a year

Clients

19

Employees

3

Works with

High net worth individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$90,930,737

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290066

Website

gritfo.com (opens in new tab)

Phone

(319) 551-7889

Other planners in Cedar Rapids that publish fees

• Basepoint Wealth, LLCCedar Rapids$100⁠-⁠$400/hr
• Busbee Wealth Advisors LLCCedar Rapids$275/hr
• Cedar Point Capital Partners, LLCCedar Rapids$500/hr, $10,000
• Custom Fit FinancialCedar Rapids$250⁠-⁠$350/hr, $3,600⁠-⁠$4,800
• Lunea Wealth ManagementCedar Rapids$300/hr, $4,000⁠-⁠$8,000
• Stonefield Investment Advisory, Inc.Cedar Rapids$150⁠-⁠$300/hr, $1,200⁠-⁠$3,000

Compare all 9 planners in Cedar Rapids