Advus Financial Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$20,000

“Wealth Planning, Investment Management and Wealth Management Advus's Wealth Planning fees generally range from $2,500 - $20,000.”

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

How Advus Financial Partners, LLC bills

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

• “Generally, each Client’s account is billed either quarterly in advance or quarterly in arrears.”
• “For the first billing period, the value used will be the initial deposit made into the account using a pro-rata calculation based on the number of days remaining in the quarter.”
• “Advus will deduct fees from the Client’s custodial account directly or will submit an invoice to the Client.”

How Advus Financial Partners, LLC’s fees compare

• Its flat or project fee of $2,500-$20,000 spans the Florida median of $4,900. 83% of the 320 other Florida planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Winter Park that publish a flat or project fee charge less.

About Advus Financial Partners, LLC

• Firm size: 16 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.65% a year

Minimum

$15,000 minimum fee (stated in brochure)

Clients

439

Employees

16

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$3,970,976,661

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311990

Website

vimeo.com/advuspartners (opens in new tab)

Phone

(407) 585-1160

Can advise clients in 11 states: California, Connecticut, Florida, Georgia, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas

Other planners in Winter Park that publish fees

• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr
• Financial Planning Office of Stephen Overstreet, P.A.Winter Park$150/hr

Compare all 19 planners in Winter Park