AlphaQ Advisors fees
Financial planner in Winter Park, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, AlphaQ Advisors (Winter Park, FL) charges $250-$1,000 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change.
- Hourly rate
- $250-
$1,000/hr Runs from below the Florida median of $300 to above it.
“We charge an hourly fee which ranges from $250 - $1,000 for financial planning services, and is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2021 (5 years)
How AlphaQ Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “Refunds are not applicable since fees are paid in arrears.”
About AlphaQ Advisors
Planning areas mentioned in the brochure
- Retirement planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 86
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $90.6 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 18, 2026
- CRD number
- 141006 (opens in new tab)
- Phone
- (407) 982-4550
Registered or notice filed in 3 states: Florida, New Jersey, Texas
Other planners in Winter Park that publish fees
- Avenues Wealth, LLCWinter ParkHourly up to $250/hr, Flat up to $5,000
- Bloom InvestmentWinter ParkHourly $250/hr, Flat $2,400-$9,600
- Dobson Street LLCWinter ParkHourly $250-$400/hr
- Financial Planning Office of Stephen Overstreet, P.A.Winter ParkHourly $150/hr
- Spraker West Wealth Management, IncWinter ParkHourly $300/hr, Flat $1,200-$2,500
- Venture Wealth Solutions LLCWinter ParkFlat $2,000-$30,000, Annual $2,000-$30,000/yr
Is something on this page wrong or out of date?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.