Firm
Gary L. Greenberg
Eden Prairie, Minnesota
Fee-only
Gary L. Greenberg at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 63 individual clients, 29 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 124 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Eden Prairie, Minnesota |
|---|---|
| Phone | (612) 360-4557 |
Gary L. Greenberg fees
Gary L. Greenberg 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $141 million |
| Individual clients | 34 |
| High-net-worth clients | 29 |
| Accounts managed | 124 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-24149) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 108423 |
Advisors at this firm (1)
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