Advisorplanner, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial planning services are offered on a negotiable hourly rate not to exceed $500 per hour for the initial engagement.”

Annual fee

$700⁠-⁠$900/yr

“We have increased our minimum annual fee from $700 to $900 ($225 billed quarterly).”

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

How Advisorplanner, LLC bills

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

• “Negotiable The management fee will continue to be billed quarterly in advance based on the aggregate fair market value of your portfolio and where it falls within our tiered fee schedule.”
• “Negotiable A minimum annual fee of $900 ($225.00 billed quarterly) will be billed to those accounts with portfolio values of $48,750 or less, which may be waived or reduced if we feel circumstances are warranted.”
• “Billing Your account will be billed quarterly in advance based on the aggregate, fair market value of your portfolio and where it falls within our tiered fee schedule.”

How Advisorplanner, LLC’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.
• 10 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
• Its annual fee of $700-$900 is below the Florida median of $4,800. 5% of the 97 other Florida planners that publish an annual fee charge less.

About Advisorplanner, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.85% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$4,018,453

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282944

Website

twitter.com/advisorplanner (opens in new tab)

Phone

(727) 656-2446

Other planners in St. Petersburg that publish fees

• Avid PlanningSt. Petersburg$286⁠-⁠$572/hr
• Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
• Burkart Financial Group, Inc.St. Petersburg$200⁠-⁠$350/hr, $500⁠-⁠$3,500
• Cyndeo Wealth PartnersSt. Petersburg$350⁠-⁠$500/hr, $2,500⁠-⁠$25,000
• Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000⁠-⁠$10,000
• Gray Colt Financial Planning LLCSt. Petersburg$200/hr

Compare all 22 planners in St. Petersburg