Kent Grealish is a CFP-designated registered investment advisor at Grealish Investment Counseling LLC, based in San Mateo, CA, with 25 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Grealish Investment Counseling charges $360 per hour for its services, which are typically billed as a fixed project fee based on an estimated number of hours. For ongoing engagements or projects where the time required cannot be reasonably predicted, clients will be billed based on the actual time spent. A partial payment of $500 is assessed for new clients after accepting the proposal, which compensates the firm if the client decides not to continue after the draft Investment Policy Statement and project outline are prepared.
Location
1710 South Amphlett Blvd Suite 117, San Mateo, CA, 94402-2704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Grealish Investment Counseling LLC
Previous Registrations
Cgn Advisors, LLC
Quacera, LLC
Morgan Stanley
State Registrations1 state
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