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 in | Mamaroneck, New York |
|---|---|
| Website | gsquaredadvisory.com |
| [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 by | Hourly · Fixed fees |
|---|---|
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 152968 |