G & R Financial Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning to individuals and high‑net‑worth clients, offering portfolio management, written investment strategies, and separate fixed‑fee or hourly planning engagements. The firm generally bills on a percentage‑of‑assets basis for managed accounts and maintains a $25,000 account minimum.
The firm tailors advice to clients’ objectives, time horizon and risk tolerance and uses a mix of asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading techniques, with an emphasis on tax awareness and periodic reviews. Accounts are reviewed at least quarterly and the firm recommends custody with an independent custodian with which it has an established relationship.
Distinctive features include an affiliation with an insurance business and principals who are licensed insurance agents and may offer commissionable insurance products (a conflict the firm discloses), as well as a co‑owner who maintains a separate registered‑representative relationship with an unaffiliated broker‑dealer. The adviser operates with a single investment advisory representative, manages roughly $71.9 million for about 128 clients, and was formed in mid‑2024, making its combination of relatively high assets under management, insurance affiliation, and solo advisory structure atypical among peers.
Client services
Expertise
Fee options
$1,500 - $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
Account minimum: $25,000 Fee-only: Hourly fees $250 - $500 per hour; Fixed fees $1,500 - $10,000 per project
Main office
271 Route 46, Unit C102
Fairfield NJ 07004
Advisors at this office
1
Most active in
California · Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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