Firm
Grant Koehler & Levin
Palm City, Florida
Fee-only
Grant Koehler & Levin at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 191 individual clients, 118 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 195 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Palm City, Florida |
|---|---|
| Website | dollarsatwork.com |
| Phone | (414) 403-2734 |
Grant Koehler & Levin 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.
| Asset-based fee | 0.5% to 1.2% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"a maximum of 1.2% on the equity portion of the portfolio annually, plus your cost to make the trades." source
"At Grant Koehler & Levin the bond portion of the portfolio is charged 0.5% annually." source
"a maximum of 1.2% on the equity portion of the portfolio annually, plus your cost to make the trades." 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 · Performance-based fees |
|---|---|
| Assets managed | $289 million |
| Individual clients | 73 |
| High-net-worth clients | 118 |
| Accounts managed | 195 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-61856) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 125531 |