Firm
GR Financial Group
Tucson, Arizona
Fee-only
GR Financial Group at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 10 employees and 1,548 individual clients, 290 of them high net worth.
- Its average account is about $413,000 (assets it manages divided by its 2,552 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | gr-financialgroup.com |
| Phone | (520) 577-4711 |
GR Financial Group fees
GR Financial Group 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 · Performance-based fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 1,258 |
| High-net-worth clients | 290 |
| Accounts managed | 2,552 |
| Employees | 10 |
| Planning clients | 0 |
| Registered with | The SEC (801-80641) |
| Financial planning | Offered |
| Form ADV filed | August 10, 2026 |
| SEC record | CRD 172370 |