Ames Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Limited Financial Planning Services Limited Financial planning services are offered at a rate of $400.00 per hour.”

Monthly fee

$450⁠-⁠$800/mo

“Depending on the client’s circumstances, fees can range from $450-$800.00 monthly; $2,500-$15,000 one-time.”

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

How Ames Financial Solutions, LLC bills

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

• “The fee can be paid by credit card, ACH or check.”
• “Clients will no longer be billed as of the date the notice was received.”
• “The fee can be paid by credit card, ACH or check.”

How Ames Financial Solutions, LLC’s fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.

About Ames Financial Solutions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Social Security
• Cash flow and budgeting

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% a year

Clients

217

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$6,512,004

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172728

Website

amesfinancialsolutions.com (opens in new tab)

Phone

(407) 258-1062

Can advise clients in 2 states: Florida, Texas

Other planners in Ocoee that publish fees

• Cast Member Financial LLCOcoee$250/hr, $2,400⁠-⁠$5,000/yr
• 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
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

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