G & R Financial Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,800,000
Clients
128
23% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
128
Very HighAverage account size
$475,000
About
G & R Financial Solutions LLC provides investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering discretionary and non‑discretionary portfolio management across cash, equities, mutual funds, bonds and annuities. The firm reports about $60.8 million in assets under management and offers financial planning engagements either as fixed‑fee projects or on an hourly basis.
Advisory recommendations are tailored to clients’ stated objectives, time horizon and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term strategies; client accounts are reviewed at least quarterly and clients may impose written restrictions on holdings. For managed accounts the firm bills primarily as a percentage of assets and provides general financial counseling as part of its asset management services, with separate agreements used when clients request more extensive planning work.
A distinguishing aspect of the firm is its affiliation with an affiliated insurance business: a firm principal also acts as a licensed insurance agent and may offer commissionable insurance products, an arrangement the brochure discloses as a potential conflict of interest while noting clients are not required to purchase those products. The firm also identifies operational controls such as recommended custody relationships and periodic due diligence of service providers that include artificial‑intelligence components.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
Fixed fees for financial planning from $1,500 to $10,000 per project
$0 - $250,000: 1.50% $250,000 - $750,000: 1.25% $750,001 - $1,500,000: 1.10% $1,500,001 - $2,500,000: 1.00% $2,500,001 - $3,750,000: 0.90% $3,750,001 - $5,250,000: 0.80% $5,250,001 - $7,000,000: 0.75% $7,000,001 - $9,000,000: 0.70% $9,000,001 - $11,250,000: 0.65% $11,250,001 - $13,750,000: 0.60% $13,750,001 - $16,500,000: 0.55% $16,500,001 - $19,500,000: 0.50% $19,500,001+: 0.45%
$250 - $500 per hour depending on negotiation
Account minimum: $25,000 Fee-only: Hourly fees range from $250 to $500 per hour; Fixed fees range from $1,500 to $10,000 per project
Main office location
G & R Financial Solutions LLC
271 Route 46, Unit C102
Fairfield NJ 07004, United States
Number of offices
1
Most active in
G & R Financial Solutions LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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