Greydog Financial provides comprehensive financial planning, project-based financial planning, and educational services to individuals and high-net-worth individuals. Greydog Financial does not manage investment portfolios or buy and sell securities on behalf of clients. Instead, Greydog Financial focuses entirely on helping clients map out their financial goals, analyze their cash flow, manage debt, review employee benefits, plan for retirement, evaluate insurance needs, plan for college savings, and coordinate estate planning. Greydog Financial takes a passive investment approach when making recommendations as part of financial planning, utilizing index mutual funds and exchange-traded funds to help clients build appropriate asset allocations. Greydog Financial operates as a fee-only firm and does not accept commissions, referral fees, or performance-based compensation.
Fee Structure
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