Grundy Financial Advisory Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$215/hr

“GFAS may charge an hourly fee of $215 in an engagement addressing a limited number or a specific financial issue.”

Flat or project fee

$3,200⁠-⁠$4,500

“The fixed fee for a written financial plan is typically between $3,200 and $4,500.”

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

How Grundy Financial Advisory Services bills

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

• “Fees are negotiable in GFAS’ sole discretion.”
• “Alternatively, GFAS may invoice clients directly for portfolio management fees.”
• “When clients are billed directly, payment is due upon receipt of GFAS’ invoice.”

How Grundy Financial Advisory Services’ fees compare

• Its hourly rate of $215 is below the New Jersey median of $300. 17% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $3,200-$4,500 is below the New Jersey median of $5,000. 41% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Grundy Financial Advisory Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• 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

1% 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

288188

Phone

(201) 286-8502

Other planners in Township Of Washington that publish fees

• Capital Gains AdvisoryTownship Of Washington$5,000⁠-⁠$15,000, $6,000⁠-⁠$30,000/yr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

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