Arbogast Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“Such fee will be a fixed fee not to exceed $500.”

Quarterly fee

$750/qtr

“This fee will be billed at the beginning of each calendar quarter ($750 per quarter) starting with the first calendar quarter after the anniversary of when the financial plan was completed.”

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

How Arbogast Financial Advisors, LLC bills

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

• “Billing You will be billed quarterly in arrears based on the aggregate, fair market value of your portfolio and where it falls within our tiered fee schedule above.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan.”
• “If you desire only modular planning – review, analysis and evaluation of a core area of financial need – the fee will be billed at our hourly rate not to exceed $25010.”

How Arbogast Financial Advisors, LLC’s fees compare

• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Melbourne that publish a flat or project fee charge less.

About Arbogast Financial Advisors, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 1997 (29 years).

Planning areas mentioned in the brochure

• Business owners

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

1.75% a year

Clients

79

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,774,227

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141562

Website

arbogastfinancial.com (opens in new tab)

Phone

(321) 723-5480

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• 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

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