Firm
Greg Hodges Financial Advisory
Normal, Illinois
Fee-only
Greg Hodges Financial Advisory at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 26 individual clients, 13 of them high net worth.
- Its average account is about $594,000 (assets it manages divided by its 26 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Normal, Illinois |
|---|---|
| Website | ghfa.net |
| Phone | (317) 203-0425 |
Greg Hodges Financial Advisory 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.
| Hourly | $150 an hour |
|---|---|
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"The fee is typically billed on an hourly basis at $150/hour." source
"The fee is a stated percentage of the portfolio and is based on the complexity of the client's situation and the value of the portfolio managed." source
"The fee is typically billed on an hourly basis at $150/hour." source
"Typically the charge will be a flat retainer fee for a specified time period." 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 | $15 million |
| Individual clients | 13 |
| High-net-worth clients | 13 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 135475 |