365Sundays Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$15,500

“Fixed fee rates range from $5,000 to $15,500.”

Annual fee

$5,000/yr

“The annual advisory fee is generally subject to a minimum annual fee of $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 365Sundays Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How 365Sundays Wealth LLC’s fees compare

• Its flat or project fee of $5,000-$15,500 is above the Florida median of $4,900. 79% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Lake Mary that publish a flat or project fee charge less.
• Its annual fee of $5,000 is above the Florida median of $4,800. 53% of the 97 other Florida planners that publish an annual fee charge less.
• 1 of the 2 other planners in Lake Mary that publish an annual fee charge less.

About 365Sundays Wealth LLC

• Principal: Madhavi Kotturu
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$5,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343914

Website

365sundayswealth.com (opens in new tab)

Phone

(407) 792-1384

Other planners in Lake Mary that publish fees

• Batman Wealth Management, LLCLake Mary$6,000/yr
• Collaborative WealthLake Mary$200⁠-⁠$400/hr
• Dias Wealth, LLCLake Mary$250/hr, $2,500
• Financial Life Designs LLCLake Mary$500, $750/qtr
• Haysley Financial Services, Inc.Lake Mary$400/hr, $25,000
• QTR Family Wealth, LLCLake Mary$2,500

Compare all 10 planners in Lake Mary