Advanced Tax & Investments, Inc. fees and pricing
Financial planner in Rockledge, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, Advanced Tax & Investments, Inc. charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Coordinated All coordinated financial planning services are offered on a fixed fee basis and will not exceed $10,000.00 for the initial engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advanced Tax & Investments, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Targeted If a client desires only targeted financial planning-review, analysis and evaluation of a core area of financial need, the fee will be billed at a rate not to exceed $350.00 per hour4.”
- “Such retainer fee will be equal to one-half of the coordinated financial planning fee we originally charged and billed on a quarterly basis to the client.”
- “The fees may be negotiable on a client-to-client basis.”
How Advanced Tax & Investments, Inc.’s fees compare
- Its flat or project fee of $10,000 is above the Florida median of $4,900. 77% of the 320 other Florida planners that publish a flat or project fee charge less.
About Advanced Tax & Investments, Inc.
“Should the initial one-on-one consultation reveal the need for financial planning, ATI/ATC can provide such services for respective clients depending on their needs and or desires.”
- Principal: Anthony Frezza
- Firm size: 2 employees.
- Credentials named in the brochure: CPA, ChFC®, and CFA.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 1.5% a year
- Minimum
- $200 minimum fee (stated in brochure)
- Clients
- 81
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $27,365,362
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137357
- Phone
- (407) 595-2084
Can advise clients in 2 states: District of Columbia, Florida
Other planners in Rockledge that publish fees
- Api Financial Advisors, LLCRockledge$300/hr
- Solomon Api LLCRockledge$300/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
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.