Fee-only adviser · Timonium, MD
Grigg Financial, LLC
Grigg Financial, LLC is a fee-only investment adviser registered with the securities regulators of Delaware, Maryland, with its main office in Timonium, Maryland. On its latest Form ADV, filed May 14, 2026, it reports $64M in regulatory assets under management, 252 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Delaware, Maryland |
|---|---|
| Firm CRD number | 304317 |
| Office | 2401 York Road Timonium, MD 21093 |
| Phone | (410) 231-7040 |
| Website | griggfinancial.com |
| Regulatory assets under management | $64M |
| Individual clients | 223 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Timonium
- Hergenroeder Financial Advisors, Inc. $305M
- Waypoint Wealth Management $242M
- L. K. Benson & Company, P.C. $446M
- Meta Wealth Advisory $172M
- Jba Financial Advisors $31M
See all 6 fee-only advisers in Timonium →
Nearby
- Lutherville 2 firms
- Towson 14 firms
- Phoenix 1 firm
- Cockeysville 1 firm
- Hunt Valley 10 firms
- Owings Mills 1 firm
- Baltimore 23 firms
- Reisterstown 1 firm
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