Alpha Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$200/hr

“Planning and consulting fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis, and from $150 to $200 on an hourly rate basis, depending upon the level and scope of the service(s).”

Flat or project fee

$500⁠-⁠$2,500

From the same sentence as above.

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

How Alpha Advisors, LLC bills

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

• “In the rare instance that we bill the client directly, payment is due upon receipt of the invoice.”
• “Upon termination, if applicable, we shall refund/or bill the pro-rated portion of an advanced/or in arrears advisory fee paid based upon the number of days remaining in the billing quarter.”

How Alpha Advisors, LLC’s fees compare

• Its hourly rate of $150-$200 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 2 other planners in Lakeland that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.

About Alpha Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2009 (17 years).

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

2% a year

Minimum

$250 minimum fee (stated in brochure)

Clients

57

Employees

3

Works with

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

Services reported to regulators

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

Assets managed

$31,753,144

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

138848

Website

alpha-vc.com (opens in new tab)

Phone

(863) 665-8888

Other planners in Lakeland that publish fees

• Greenbridge Partners LLCLakeland$250⁠-⁠$1,250/hr, $250⁠-⁠$12,500
• Wise Financial Strategies, LLCLakeland$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

Compare all 8 planners in Lakeland