Firm
Great Ocean Road Financial
Lewes, Delaware
Fee-only
Great Ocean Road Financial at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 17 individual clients.
- Its average account is about $217,000 (assets it manages divided by its 36 accounts).
Facts
| Based in | Lewes, Delaware |
|---|---|
| Phone | (302) 858-7596 |
Great Ocean Road Financial fees
Great Ocean Road 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 | $8 million |
| Individual clients | 17 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 331567 |