Amida Wealth Advisors, LLC fees and pricing
Financial planner in Miami, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Amida Wealth Advisors, LLC charges a flat or project fee of $1,000-$30,000 and an annual fee of $1,750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$30,000
“The agreed-upon fee will be a fixed fee typically ranging from $1,000 to $30,000 payable in arrears or incrementally as agreed upon with the client.”
- Annual fee
- $1,750-$2,500/yr
“Wealth transfer strategies Financial Coaching Membership < 500k $2500 annual 501-750K $1750 annual At the Advisor’s discretion, a maximum $500 downpayment may be required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Amida Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, billing is done quarterly in arrears. 751k-1M $1200 annual Fees are paid quarterly, in arrears. >1M Complimentary We do not require that you pay fees six or more months in advance and more than $500.”
- “Real estate For hourly project, fee due in arrears or in advance.”
- “For fix projects, option to charge in arrears or in advance.”
How Amida Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $1,000-$30,000 spans the Florida median of $4,900. 89% of the 320 other Florida planners that publish a flat or project fee charge less.
- 11 of the 14 other planners in Miami that publish a flat or project fee charge less.
- Its annual fee of $1,750-$2,500 is below the Florida median of $4,800. 26% of the 97 other Florida planners that publish an annual fee charge less.
- 2 of the 3 other planners in Miami that publish an annual fee charge less.
About Amida Wealth Advisors, LLC
“We offer financial planning and asset management services based on your financial needs and circumstances. Advice Our financial planning process involves deeply understanding your needs and objectives to provide personalized investment advice designed to help you achieve your financial goals.”
- Principal: Compliance Officer
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 70
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $53,880,637
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319227
- Phone
- (305) 809-0790
Other planners in Miami that publish fees
- Andromeda Wealth LLCMiami$250/hr, $500-$2,000
- Brickell Financial Group LLCMiami$200-$1,500
- Camerondowning, Inc.Miami$300/hr, $1,500-$5,000
- Campos FinancialMiami$200/hr, $200-$2,000
- Cela Wealth ManagementMiami$2,500-$12,000
- Clout CapitalMiami$50,000
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.