22 Seven Wealth Management Inc fees and pricing
Financial planner in Panama City, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, 22 Seven Wealth Management Inc charges $150 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“We charge hourly fees of $150 per hour and/or a fixed fee of $500 to $2,500 for our financial planning services.”
- Flat or project fee
- $500-$2,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 22 Seven Wealth Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The negotiable fee is due upon engagement.”
- “Upon notice of termination after the first five (5) days, the refund for Hourly Financial Planning fees will be prorated based upon the number of hours that services were rendered and the number of hours that were payed for in advance.”
- “With Fixed Financial Planning fees, 22 Seven Wealth Management, Inc. will refund the client a prorated amount of the fee paid based upon the percentage of work completed on the plan.”
How 22 Seven Wealth Management Inc’s fees compare
- Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
About 22 Seven Wealth Management Inc
“We offer comprehensive financial planning and consulting services to help plan the client’s future needs.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 173
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $24,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292402
- Phone
- (850) 960-2207
Other planners in Panama City that publish fees
- CPA Group Investment Management, LLCPanama City$250/hr, $10,000
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.