Advanced Wealth Management fees and pricing
Financial planner in Sarasota, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Advanced Wealth Management charges $500 an hour and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“An hourly fee of $500 per hour is charged by Advanced Wealth Management for financial planning services under this arrangement.”
- Annual fee
- $5,000/yr
“In addition to asset-based fees, AWM offers a flat annual fee option starting at $5,000 when appropriate for the client’s advisory arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advanced Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect either monthly or quarterly billing in advance, subject to agreement with Adviser.”
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in advance for the remaining days in the billing period.”
How Advanced Wealth Management’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 13 of the 14 other planners in Sarasota that publish an hourly rate 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.
- 2 of the 7 other planners in Sarasota that publish an annual fee charge less.
About Advanced Wealth Management
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
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
- 3% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 168
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $110,740,116
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 284438
- Phone
- (941) 451-8512
Can advise clients in 3 states: Florida, New Hampshire, Texas
Other planners in Sarasota that publish fees
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
- Forge CapitalSarasota$300-$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.