4 Vertical fees and pricing

Financial planner in Riverview, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 10, 2026, 4 Vertical charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The Advisor’s hourly fee will be billed at a rate of $250 per hour, but may be negotiated at the Advisor’s discretion.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice at the beginning of each quarter.”
“Hourly feebased clients are billed upon completion of work performed.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: ChFC®.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 1
Works with: Pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $2,871,272
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 326604
Website: 4vertical.com (opens in new tab)
Phone: (813) 493-8520

Is something on this page wrong or out of date?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.