O'grady Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500-$1,000 depending on complexity and needs of the clients, and an ongoing fee that is paid monthly, in arrears, at the rate of $200-$600 per month based on complexity and needs of the client. ​The fee may be…”

Monthly fee

$200⁠-⁠$600/mo

From the same sentence as above.

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

How O'grady Financial 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 refund will be needed upon termination of the account.”

How O'grady Financial LLC’s fees compare

• Its flat or project fee of $500-$1,000 is below the Florida median of $4,900. 6% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About O'grady Financial LLC

• Principal: Terence O'Grady
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• 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

1.35% a year

Clients

28

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$6,169,702

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301894

Website

ogradyfinancial.com (opens in new tab)

Phone

(727) 385-1497

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

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