Advisor at GROGAN Advisory Services, LLC
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Firm
GROGAN Advisory Services, LLC
Location
Johnson City, TN
Credentials
Series 66
Industry experience
26 years
Larry Grogan is the principal of GROGAN Advisory Services, LLC, an independent advisory firm based in Johnson City, TN. He holds the Series 66 designation and has 26 years of industry experience, including 23 years with his current firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm provides wealth management services with a conservative investment approach, utilizing fundamental analysis and third-party research, and coordinates with specialist managers for alternative investments when appropriate.
Written financial planning fees range from $200 to $2,000 depending on complexity
0.25% to 2.5% annually (negotiable, depending on size and complexity)
Up to $150/hour for financial planning consultations
Fee-only: Hourly financial planning fees up to $150/hour; Written financial planning fees range from $200 to $2,000 depending on complexity
Johnson City, TN
Tennessee
Grogan Advisory Services
2003 - Present (23 years)
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Lawyer
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Real estate agent
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Other specialized services
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