Firm
Grand Life Financial LLC
Summit, New Jersey
Fee-only
Grand Life Financial LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients, 5 of them high net worth.
- Its average account is about $238,000 (assets it manages divided by its 36 accounts).
- Its hourly rate of $350 is above the New Jersey median of $300.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Summit, New Jersey |
|---|---|
| Website | grandlf.com |
| [email protected] | |
| Phone | (973) 264-9044 |
Grand Life Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $350 an hour |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"determine a fee based on our hourly rate of $350 per hour" source
"First $2,000,000 0.90%" source
"First $2,000,000 0.90%" source
"Over $10,000,000 0.20%" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| High-net-worth clients | 5 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 322132 |