Acertado Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$800⁠-⁠$3,600

“Ongoing Financial Planning Acertado collects an initial fee, ranging from $800 to $3,600.”

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

How Acertado Investments bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Acertado Investments’ fees compare

• Its flat or project fee of $800-$3,600 is below the Florida median of $4,900. 24% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Fort Lauderdale that publish a flat or project fee charge less.

About Acertado Investments

• Principal: John Thompson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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

0.95% a year

Minimum

$3,000 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

333775

Website

acertadoinvestments.com (opens in new tab)

Phone

(954) 701-4919

Can advise clients in 2 states: Florida, Louisiana

Other planners in Fort Lauderdale that publish fees

• Elderkin Wealth Management LLCFort Lauderdale$250/hr
• Financial Planning Services, Inc.Fort Lauderdale$2,500⁠-⁠$15,000, $3,775/yr
• Green Musa Capital, LLCFort Lauderdale$200⁠-⁠$1,000/hr
• Horowitz & Company, Inc.Fort Lauderdale$250/hr, $500
• Palisades Hudson Asset Management, L.P.Fort Lauderdale$416/mo
• Rosenberg Wealth Management LLCFort Lauderdale$2,500⁠-⁠$5,000

Compare all 14 planners in Fort Lauderdale