G
Greenbriar & Associates LLC
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
Greenbriar provides investment advisory and retirement-plan fiduciary services to institutional clients and plan sponsors, while also offering services to trusts, estates, high-net-worth individuals and businesses. Its services include plan-level 3(21) and 3(38) fiduciary solutions, participant education, customized portfolio construction, and standalone financial planning.
The firm employs both fundamental and technical analysis to build customized, long-term strategies and conducts formal account reviews at least annually; it can manage accounts on a discretionary basis consistent with client-established objectives. Greenbriar documents client goals and risk tolerance through an investment policy process and supports implementation and monitoring of plan investment lineups and qualified default investment alternatives.
Notable features include that the firm reports no assets under management and was formed recently, and its principal holds professional investment credentials (CFA and CAIA) while also being employed by a trust company, creating an operational link to trust services. Greenbriar also offers hourly billing for standalone financial planning engagements in addition to asset-based fees, a practice that is less common among firms in this category.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General tax planning
Cash flow / budgeting
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fee engagements negotiated based on expected hours at hourly rate
$0+: Up to 1.00% annually for Investment Advisory Services $0+: Up to 0.80% annually for Retirement Plan Advisory Services
Financial planning services at hourly rates starting at $200/hour
Fee-only: Hourly financial planning services starting at $200/hour, not to exceed $2,000; fixed fees negotiable based on expected hours
Main office location
Greenbriar & Associates LLC
Lancaster PA, United States
Number of offices
1
Most active in
Greenbriar & Associates LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")