Guernsey Financial, LLC fees and pricing
Financial planner in Pensacola, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 25, 2026, Guernsey Financial, LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Clients will pay a one-time (non-recurring) fixed fee of $500 for the MRI service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guernsey Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees generally follow the fee schedule above, and are negotiable.”
- “These fees are charged quarterly in advance.”
- “All fees collected by Matson Money, whether for Referrers or for Matson Money, are payable quarterly in advance in increments of one-fourth the annual rate.”
How Guernsey Financial, LLC’s fees compare
- Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
- None of the 5 other planners in Pensacola that publish a flat or project fee charge less.
About Guernsey Financial, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 204
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and insurance companies
- Services reported to regulators
- Financial planning, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299037
- Phone
- (850) 476-3491
Can advise clients in 3 states: Alabama, Florida, North Carolina
Other planners in Pensacola that publish fees
- Armada AdvisorsPensacola$175/hr
- Dna Wealth Management LLCPensacola$150/hr, $1,000-$2,000
- Financial Journey LLCPensacola$200/hr, $300-$2,500
- Kitchensink Financial Planning, LLCPensacola$450/hr, $250-$2,100/mo
- Saltmarsh Financial Advisors, LLCPensacola$450/hr, $5,000
- Southeastern Financial Planning, LLCPensacola$150/hr, $500-$2,000
Is something on this page wrong or out of date?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.