Gulfstream Financial Group LLC fees and pricing
Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Gulfstream Financial Group LLC charges a flat or project fee of $450-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $450-$5,000
“Fixed fees refer to written financial plans, are negotiable and range from $450 to $5,000, depending on the complexity of a client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gulfstream Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for consultations are negotiable up to $250 each hour, and are paid after the consultation.”
- “Half of the fee is due in advance, and the balance of said fee is due on presentation of the plan.”
- “All financial planning fees are paid by check directly to Gulfstream Financial Group LLC by the client.”
How Gulfstream Financial Group LLC’s fees compare
- Its flat or project fee of $450-$5,000 is below the New Hampshire median of $5,400. 27% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Portsmouth that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Gulfstream Financial Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136475
- Phone
- (603) 766-3500
Other planners in Portsmouth that publish fees
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Capital Design Private Wealth LLCPortsmouth$175/mo, $900-$5,000/yr
- Divergence Wealth Management LLCPortsmouth$200/hr, $2,500-$15,000/yr
- Golden Financial ServicesPortsmouth$150-$250/hr
- Hanai FinancialPortsmouth$300/hr
- Modern Financial WellnessPortsmouth$350/hr, $2,500-$10,000
Is something on this page wrong or out of date?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.