Grealish Investment Counseling LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Grealish Investment Counseling LLC provides investment counseling to individual clients, offering investment planning, portfolio construction and review, retirement cash flow planning, and supplemental financial advice. The firm states it does not provide comprehensive financial plans, fee-based asset management, or brokerage services and does not accept commissions from product sales.
The firm favors a long-term, primarily passive “buy and hold” approach implemented with low-cost index funds and equivalent fixed-income funds, and it works with clients to create an Investment Policy Statement that documents objectives, risk tolerance, and acceptable securities. GIC emphasizes client involvement and final decision-making authority, does not accept trading discretion or custody of assets, and recommends at least annual plan renewal and rebalancing meetings while leaving implementation to the client.
What is distinctive is that GIC does not offer portfolio management for individual accounts and does not use percentage‑of‑assets‑under‑management billing, instead providing project- and hourly‑based investment counseling — an uncommon combination among independent advisers. The brochure also reflects a very small, single‑advisor practice with a limited client roster, continuity of practice under a prior dba, and an explicit avoidance of custody, proxy voting, wrap-fee services, and sales-based compensation.
Client services
Financial planning
Investment counseling
Expertise
General retirement planning
Income planning
Fee options
Typically billed as a fixed project fee based on estimated time involved.
$360 an hour
Fee-only: Standard fee schedule is $360 an hour; billed as fixed project fee or based on actual time spent on project.
Main office location
Grealish Investment Counseling LLC
1710 South Amphlett Blvd Suite 117
San Mateo CA 94402-2704, United States
Number of offices
1
Most active in
Grealish Investment Counseling LLC has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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