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Wellspent public graph/Firms/G-Squared Advisory LLC
Firm

G-Squared Advisory LLC

Mamaroneck, New York

Fee-only

G-Squared Advisory LLC at a glance

  • One of 480 fee-only firms based in New York in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 2 employees.

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Based inMamaroneck, New York
Websitegsquaredadvisory.com
Email[email protected]
Phone(914) 263-1082

G-Squared Advisory LLC fees

G-Squared Advisory LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byHourly · Fixed fees
Employees2
Planning clients51-100
Financial planningOffered
Form ADV filedJanuary 13, 2026
SEC recordCRD 152968

Advisors at this firm (1)