7 Star Investment Advisors fees and pricing
Financial planner in Riverview, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, 7 Star Investment Advisors charges a flat or project fee of $1,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$7,500
“Our fixed fees for financial planning services typically range from $1,500 to $7,500, depending on the complexity and scope of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 7 Star Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears, based on the value of assets in the account on the last business day of the preceding calendar quarter.”
- “All workshop fees are disclosed and payable in advance of the event.”
- “We will also send you separate invoices detailing our fees for your records.”
How 7 Star Investment Advisors’ fees compare
- Its flat or project fee of $1,500-$7,500 spans the Florida median of $4,900. 48% of the 320 other Florida planners that publish a flat or project fee charge less.
About 7 Star Investment Advisors
“We offer comprehensive financial planning and ongoing investment management services to individuals and high-net-worth individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- 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
- 1.6% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $11,439,293
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337938
- Phone
- (813) 331-5332
Other planners in Riverview that publish fees
- 4 VerticalRiverview$250/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
- Advanced Tax & Investments, Inc.Rockledge$10,000
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.