Grove Street Fiduciary, LLC fees and pricing
Financial planner in Peterborough, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 4, 2026, Grove Street Fiduciary, LLC charges $450 an hour 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
- $450/hr
“Subsequent meetings are $450 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grove Street Fiduciary, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual wealth and trust advisory fee is billed and payable quarterly in arrears based on the average daily balance of your investable assets for the quarter.”
- “If the client agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
- “Our advisory fee is negotiable, depending on the individual client circumstances.”
How Grove Street Fiduciary, LLC’s fees compare
- Its hourly rate of $450 is above the New Hampshire median of $275. 90% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About Grove Street Fiduciary, LLC
“We provide wealth and trust advisory services encompassing financial planning and asset management services, as well as consulting services and limited pension consulting services.”
- Firm size: 4 employees.
- Registered as an adviser: 1993 (33 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- 1.5% a year
- Minimum
- $12,000 minimum fee (stated in brochure)
- Clients
- 292
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $413,186,641
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107703
- Phone
- (603) 924-9939
Can advise clients in 5 states: Florida, Massachusetts, Maine, New Hampshire, Texas
Other planners in New Hampshire that publish fees
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/yr
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.