Grand Central Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grand Central Financial Planning provides comprehensive financial planning and investment consultation to individuals, high‑net‑worth clients, and small businesses. The firm’s services include one‑time portfolio reviews, modular planning on topics such as cash‑flow, retirement, education, tax and estate planning, and business evaluations, and it does not provide ongoing portfolio management or custody of client assets.
The firm’s investment guidance emphasizes passive, diversified, low‑cost and tax‑efficient portfolio design informed by fundamental analysis, with clients retaining discretion and implementing transactions themselves. Deliverables typically include a written 10–15 page action plan after an engagement, and the firm makes follow‑up advice available on an hourly basis rather than through discretionary trading or AUM‑based management.
Notable distinctions for a firm in an investment‑manager category are disclosed affiliations and its fee model: the principal also functions as a registered representative of a FINRA‑member broker‑dealer and has other industry roles (the brochure states clients are not solicited to use those firms), and the firm reports no assets under management while relying on fixed and hourly planning engagements rather than percentage‑of‑AUM fees. These structural features — broker‑dealer affiliation combined with hourly and one‑time planning work and no ongoing AUM — are uncommon among peers in its category.
Client services
Expertise
Fee options
Portfolio Review: $3,250 (one-time); Business Evaluation/Opportunity: $2,000 - $5,000
$400 per hour billed in 15-minute increments, available after initial Portfolio Review
Fee-only: Portfolio Review: $3,250 (one-time); Hourly Advice: $400 per hour (15-minute increments, available only after initial Portfolio Review); Business Evaluation: $2,000 - $5,000 (estimate provided before engagement, deposit required)
Main office
1407 Broadway, 26th Floor
New York NY 10018
Advisors at this office
1
Most active in
New York
Also doing business as
Grand Central Financial Planning · Grand Central Financial Planning LLC
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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