Grossman Financial Management fees and pricing
Financial planner in Benicia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Grossman Financial Management charges $250 an hour and a quarterly fee of $6,695 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly fees will be in the range of $250.”
- Quarterly fee
- $6,695/qtr
“The quarterly fee would be $6,695 divided by 4, or $1,673.75 We will furnish investment advice or financial plans through consultations.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grossman Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Page 1 You will be billed for investment supervisory services at the beginning of each quarter.”
- “Fixed fees will be determined by us in advance based on a determination of the work to be done.”
- “You will receive a refund pro-rated by days of investment service provided during that billing period.”
How Grossman Financial Management’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
About Grossman Financial Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC® and CFA.
- 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
- 0.83% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128566
- Phone
- (707) 745-8756
Other planners in Benicia that publish fees
- InvesdidBenicia$450/hr, $3,000-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
Is something on this page wrong or out of date?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.