Firm
Gragg Financial
Shelby, North Carolina
Fee-only
Gragg Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the PFS.
- Its Form ADV reports 12 employees and 310 individual clients, 55 of them high net worth.
- Its average account is about $453,000 (assets it manages divided by its 475 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Shelby, North Carolina |
|---|---|
| Website | graggfinancial.com |
| [email protected] | |
| Phone | (704) 482-2001 |
Gragg Financial fees
Gragg Financial 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 · Hourly |
|---|---|
| Assets managed | $215 million |
| Individual clients | 255 |
| High-net-worth clients | 55 |
| Accounts managed | 475 |
| Employees | 12 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-119435) |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 110592 |