Advise Financial fees and pricing
Financial planner in Boca Raton, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, Advise Financial charges $300-$1,000 an hour and a monthly fee of $399 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.
- Hourly rate
- $300-$1,000/hr
“Financial Planning engagements are offered between $300 and $1000 per hour.”
- Monthly fee
- $399/mo
“Service Monthly Fee Advise Financial® Coaching $399 / month Payment Frequency & Terms Monthly subscription, billed in advance Negotiable? Yes We offer a monthly subscription for clients who have finished a financial plan with us.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advise Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After that, we will refund a prorated portion of any unearned prepaid charges no later than 30 days after receiving notice of termination.”
- “If a client is not satisfied with our service, we offer a refund policy for our Financial Planning packages.”
- “The client has 15 business days after signing the agreement to notify Advise in writing of their intent to invoke this refund policy.”
How Advise Financial’s fees compare
- Its hourly rate of $300-$1,000 is above the Florida median of $288. 98% of the 372 other Florida planners that publish an hourly rate charge less.
- 9 of the 10 other planners in Boca Raton that publish an hourly rate charge less.
About Advise Financial
“We offer a variety of financial planning and investment advisory services to individuals, families, and employers.”
- Principal: Rodriguez Segarra
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 216
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $42,400,914
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282087
- Phone
- (561) 454-8284
Can advise clients in 4 states: California, Florida, Texas, Virginia
Other planners in Boca Raton that publish fees
- Align Equity GroupBoca Raton$300-$500/hr
- Amplify My WealthBoca Raton$250/hr, $250-$2,500
- CS Advisors Inc.Boca Raton$275-$500/hr
- Fiduciary Family Office, LLCBoca Raton$350-$600/hr, $30,000-$250,000
- Financial Connection, IncBoca Raton$250/qtr
- Greenline Wealth ManagementBoca Raton$200/hr, $500-$300,000
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.