GROGAN Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,600,000
Total clients
65
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$132,308
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
GROGAN Advisory Services, LLC
Johnson City TN, United States
Number of offices
1
Forms ADV
Advisors at this firm
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