Fee only financial advisors in Lake Mary, Florida: hourly and flat fee prices
10 registered advisers based in Lake Mary offer financial planning for an hourly, fixed or subscription fee, with no commissions.
8 of the 10 fee only firms based in Lake Mary publish dollar fees. Their median hourly rate is $350 and their median flat or project fee is $6,375. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $350/hr | $300-$500/hr | 4 firms |
| Flat or project fee | $6,375 | $2,500-$25,000 | 6 firms |
| Annual retainer | $5,000/yr | $3,000-$6,000/yr | 3 firms |
Fee only advisors in Lake Mary and their published fees
8 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 365Sundays Wealth LLC | Not published | $5,000-$15,500 | $5,000/yr |
| Batman Wealth Management, LLC | Not published | Not published | $6,000/yr |
| Collaborative Wealth | $200-$400/hr | Not published | Not published |
| Dias Wealth, LLC | $250/hr | $2,500 | Not published |
| Financial Life Designs LLC | Not published | $500 | $3,000/yr |
| Haysley Financial Services, Inc. | $400/hr | $25,000 | Not published |
| QTR Family Wealth, LLC | Not published | $2,500 | Not published |
| Symphony Financial TeamNo AUM fee | $500/hr | $5,000-$85,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (2)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.