Firm
Greig, Kevin P
Eugene, Oregon
Fee-only
Greig, Kevin P at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 20 individual clients, 5 of them high net worth.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Eugene, Oregon |
|---|---|
| Website | kgreigcpa.com |
| Phone | (541) 915-4636 |
Greig, Kevin P fees
Greig, Kevin P 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 |
|---|---|
| Individual clients | 15 |
| High-net-worth clients | 5 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 16, 2024 |
| SEC record | CRD 226789 |