Grow Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“In special circumstances it may be offered on a hourly basis at a rate of $150.00 to $ 400.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$500⁠-⁠$4,900

“In other words, the firm receives no compensation from Betterment if a wrap fee program is chosen. 11 ​ ​ ​ ​ ​ ​ ​ ​ ​ Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $500 - $4,900 based on the complexity of the client's situation.”

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

How Grow Planning, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Grow Planning, LLC’s fees compare

• Its hourly rate of $150-$400 spans the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,900 is below the Florida median of $4,900. 32% of the 320 other Florida planners that publish a flat or project fee charge less.

About Grow Planning, LLC

• Principal: Jason Kirsch
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 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

1% a year

Clients

18

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$1,650,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285295

Website

growplanning.com (opens in new tab)

Phone

(516) 817-0435

Can advise clients in 2 states: Florida, Oregon

Other planners in Highland Beach that publish fees

• S2 Capital ManagementHighland Beach$500⁠-⁠$2,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

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