Christopher Noble

Greydog Financial charges an upfront fee of $1,000 for onboarding, data gathering, and initial plan setup, followed by an ongoing monthly fee ranging from $200 to $625 per month. This service includes:

• Regular monitoring of your financial plan, goals, and situation throughout the year
• Follow-up phone calls and emails to ensure action steps are completed
• A full annual review of the plan to confirm accuracy and make any necessary updates
• Written or electronic reports detailing your financial plan

• Project-based financial planning — $400 to $5,500 fixed fee depending on the complexity of topics such as retirement, risk management, college savings, cash flow, debt, employee benefits, and estate planning
• Hourly financial planning — $250 to $400 per hour depending on complexity for specific advisory engagements
• Financial educational services — $49 to $99 per month for ongoing educational content covering budgeting, investing, retirement income, and financial psychology