Fee only financial advisors in Sarasota, Florida: hourly and flat fee prices

42 registered advisers based in Sarasota offer financial planning for an hourly, fixed or subscription fee, with no commissions.

26 of the 42 fee only firms based in Sarasota publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $5,600. Updated October 2026.

What advisors in Sarasota charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$300/hr$200⁠-⁠$450/hr15 firms
Flat or project fee$5,600$5,000⁠-⁠$15,00013 firms
Annual retainer$5,625/yr$5,000⁠-⁠$25,000/yr8 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Sarasota and their published fees

26 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Advanced Wealth Management$500/hrNot published$5,000/yr
Benzina Wealth, LLCNo AUM feeNot publishedNot published$6,000⁠-⁠$12,000/yr
Campbell Wealth Advisors, LLCNot published$5,000⁠-⁠$50,000$5,000⁠-⁠$50,000/yr
Clarity Financial DesignNot published$2,500⁠-⁠$10,000$450⁠-⁠$1,500/qtr
CPA Investment Solutions, Inc.$200/hr$5,000Not published
Echelon Virtual Family Office, LLCNot published$50,000Not published
Forge CapitalNot published$300⁠-⁠$10,000Not published
Global Financial Private Client$350⁠-⁠$575/hr$5,000⁠-⁠$25,000Not published
Global Vision Financial Services$150/hrNot publishedNot published
Goar, Endriss & Walker, P.A.No AUM fee$130⁠-⁠$284/hrNot published$6,000/yr
Greater FinancialNo AUM feeNot published$1,500⁠-⁠$3,000$350⁠-⁠$2,000/mo
Guardsman Private Capital Management, Inc.Not publishedNot published$25,000/yr
Hammond Asset Management LLC$150/hrNot publishedNot published
Insight Family Financial$300/hrNot published$3,500⁠-⁠$4,000/yr
Investment Advisory Group LLC$100⁠-⁠$300/hrNot published$500⁠-⁠$10,000/yr
Lake Water Advisory, LLCNot published$3,200⁠-⁠$8,000Not published
Prestige Advisors Inc.$300/hrNot publishedNot published
Ranch Capital Advisors Inc.$250⁠-⁠$450/hrNot published$150⁠-⁠$500/mo
Raymond Capital Advisors, LLC$250/hrNot publishedNot published
Sage Wealth Consulting, LLC$450/hr$5,000⁠-⁠$40,000$1,250⁠-⁠$5,000/qtr
True Path Financial LLCNot published$500⁠-⁠$5,000Not published
Truvestments Capital LLC$500/hrNot publishedNot published
Walsh & Associates, LLCNot published$1,000⁠-⁠$10,000Not published
Walters Strategic Advisors, LLCNot published$2,000⁠-⁠$5,000Not published
Wealth Management Services Inc.$150⁠-⁠$250/hrNot publishedNot published
Wise Stewardship Financial Planning, LLC$450/hr$999⁠-⁠$25,000$59⁠-⁠$2,999/mo
Other registered firms that don't publish dollar fees (16)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Florida