Gregory Nmn Plechner
Advisor at Greenspring Advisors, LLC — Paramus, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
22 years
Location
Paramus, NJ 07652
Greenspring Advisors, LLC
Multi-team
Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.
Based on Greenspring Advisors, LLC
Based on Greenspring Advisors, LLC
Financial Planning fees may be fixed fees ranging from $2,000 to $150,000.
$0+: Not a tiered AUM fee for Wealth Management Services; fees charged as percentage not exceeding 1.35% annually, with minimum fees applicable. $0 - $100 million: 0.05% annually for Plan-Level Discretionary Investment Management Services under ERISA Section 3(38) $100 million - $250 million: 0.03% annually for Plan-Level Discretionary Investment Management Services under ERISA Section 3(38) $250 million+: 0.01% annually for Plan-Level Discretionary Investment Management Services under ERISA Section 3(38)
Financial Planning fees may be charged hourly, ranging from $150 to $750 per hour.
Account minimum: $5,000 minimum annual fee for Wealth Management Services (may be higher for certain office locations). For Institutional Investment Consulting Services, a $10,000 minimum annual fee is generally required (exceptions granted at discretion). For Retirement Plan Consulting Services, a $10,000 minimum annual fee is generally required (exceptions granted at discretion). Minimum fee: Minimum annual fee of $5,000 for Wealth Management Services, $10,000 for Institutional Investment Consulting Services, and generally $10,000 for Retirement Plan Consulting Services. Fee-only: Financial Planning fees charged on a fixed fee basis typically ranging from $2,000 to $150,000, and/or hourly rates from $150 to $750 per hour.
Paramus, NJ
650 From Road, Suite 270
Paramus NJ 07652
Advisors at this office
1
New Jersey · New York
22 years of industry experience
Greenspring Advisors, LLC
2018 - Present • 8 years
Paramus, NJ
Modera Wealth Management, LLC
2011 - 2018 • 7 years
Westwood, NJ
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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