Our Pricing
We strive to make our services and fees transparent so you will always know what to expect. By scheduling a call with us, you’ll learn which of the following services are the best fit for your unique situation.
Asset Management
 Purpose-Built Portfolios that are custom built for an intended purpose |
| Focus on growth as it relates to your time horizon and risk-tolerance |
| Focus on tax efficiency |
| Focus on Sustainability |
Fees
| $0 to $100,000 | 1.15% | |
| $100,001 to $250,000 | 1.05% | |
| $250,001 to $500,000 | 1.00% | |
| $750,001 to $1,250,000 | 0.95% | |
| $1,250,001 to $2,000,000 | 0.90% | |
| $2,000,001 to $5,000,000 | 0.85% | |
| $5,000,001 + | Flat-Fee/Asset Mix |
Financial Planning
| Retirement Planning |
| Education Planning |
| Estate Planning |
| Business Planning |
| Life Planning |
Fees
| $5,000/year for up to 20 hours |
| **Flat-Fee rates vary depending on scope |
Graystone Financial Services, LLC and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation. Investing involves risk, including possible loss of principal.
Retirement-Plan Advising
| Find the best plan for you and your employees |
| 3(21) and 3(28) Services offered |
| Personal Financial Planning for participants |
401(k) & 403(b) Services
| $0 to $250,000 | 0.75% | |
| $250,001 to $2,500,000 | 0.50% | |
| $2,500,001 to $5,000,000 | 0.40% | |
| $5,000,001 to $7,500,000 | 0.35% | |
| $7,500,001 to $10,000,000 | 0.30% | |
| $10,000,000 + | 0.25% |
Accounting
| Personal Tax Prep and Tax Returns |
| Business Tax Prep and Tax Returns |
| Bookkeeping Support |
| Payroll Support |
Fees
| Starting at $350 |
| Starting at $500 |
| $2,000 Annually |
| $2,000 Annually |
Small-Business Planning Services
From $10,000 Annually
Stategy setting and evaluation
| Co creating or reviewing your business plan |
| Reviewing your current organization and business model |
| Identifying opportunities or weaknesses |
Benefits Planning
| Retirement Planning |
| Health Insurance Planning |
| Group Life Insurance Planning |
| Group Disability Insurance Planning |
Business Reporting
Call for more information.
Financial Consulting
Call for more information.
Gain Financial Clarity
Looking for clarity on your finances and to see what’s possible with your money? Schedule an appointment with us to speak with an advisor about your unique financial situation. We’ll use that time to get to know you and your needs.
About Graystone
Financial Services
Graystone Financial Services is a full-service financial planning firm based in Austin, TX. Our mission is to be your experienced resource. We pursue this through integrity, transparency, and authenticity. Our goal is to be the most trusted financial planning firm in Austin.
As a CERTIFIED FINANCIAL PLANNER™, we hold ourselves to the highest fiduciary standard. Our clients’ needs will always come first, and our transparent pricing structure reflects this.
Graystone Financial Services was born out of the idea that not all financial planning firms are the same. We aim to be your one-stop financial team. Our clients include entrepreneurs and their businesses, families, and people preparing for retirement.
Professionals associated with Graystone Financial Services, LLC may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Graystone Financial Services, LLC, and not affiliated with LPL Financial. Tax preparation services offered through Graystone Financial Services, LLC. Graystone Financial Services, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax preparation related services.