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

9 registered advisers based in Vero Beach offer financial planning for an hourly, fixed or subscription fee, with no commissions.

4 of the 9 fee only firms based in Vero Beach publish dollar fees. Updated October 2026.

What advisors in Vero Beach charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Annual retainer$1,975/yr$1,450⁠-⁠$4,000/yr4 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 Vero Beach and their published fees

4 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Herndon Wealth Services Inc$250/hr$750$4,000/yr
Lulla Wealth FinancialNot publishedNot published$2,500/yr
Prosperity Path Advisers, LLC$350/hr$2,500⁠-⁠$7,500$750⁠-⁠$1,200/yr
Treasure Coast Financial Planning, Inc.Not publishedNot published$1,450/yr
Other registered firms that don't publish dollar fees (5)

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

See all fee only advisors in Florida