Firm
G4 Financial Planning
Orlando, Florida
Fee-only
G4 Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients.
- Its average account is about $27,000 (assets it manages divided by its 55 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Website | g4financialplanning.com |
| Phone | (484) 326-4107 |
G4 Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Single consultation: $1000" source
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 | Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 19 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 7, 2026 |
| SEC record | CRD 327290 |