G
Greydog Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Greydog Financial works with individual clients, including high-net-worth individuals, to provide comprehensive and project-based financial planning and ongoing financial education. The firm does not manage client investment assets or accept custody and focuses its client work on planning deliverables and educational offerings rather than discretionary asset management.
When making investment recommendations as part of planning, the firm favors passive, asset-class–based approaches implemented with index mutual funds and exchange-traded funds, and it provides written or electronic financial plans with periodic reviews and follow-up communication. Greydog Financial does not exercise investment discretion for client accounts and frames its advice to be implemented by clients through their chosen custodians or broker-dealers.
Compared with many firms in its regulatory category, Greydog Financial is notable for offering stand‑alone educational services (including ongoing programs and workshops) and for using hourly billing in addition to project and subscription arrangements — service features that are relatively uncommon among investment managers. The firm’s principal also operates an external education business that consumes a significant portion of available time, and the adviser explicitly does not charge percentage‑of‑assets fees or participate in wrap or custody arrangements.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Fee options
Project based financial planning fixed fees ranging from $400 to $5,500, negotiated prior to engagement
N/A - N/A: N/A
Hourly rate between $250 - $400 per hour depending on complexity
Financial educational services at $49 - $99 per month
Minimum fee: Upfront charge of $1,000 plus ongoing monthly fees ($200 - $625 per month) for ongoing financial planning Fee-only: Fees paid directly by clients; no commissions or third-party compensation received.
Main office location
Greydog Financial
5026 Gullane Drive
Ann Arbor MI 48103-9750, United States
Number of offices
1
Most active in
Greydog Financial has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate 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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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.
Forms ADV
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