Armada Advisors fees and pricing
Financial planner in Pensacola, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Armada Advisors charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“For corporate retirement plan consulting, investment consulting, and general financial planning, Armada Advisors charges up to $400/hour (Wesley) and $175/hour (Trevor).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Armada Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After this inception period, accounts are billed quarterly on the first business day of the first month in each calendar quarter.”
- “While fees are generally deducted from the client’s assets, the client may request to be billed and pay the fees from outside sources.”
- “No additional advisory fees will be assessed; however, no refund is offered on previously billed fees unless the client is within the “free look” period.”
How Armada Advisors’ fees compare
- Its hourly rate of $175 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Pensacola that publish an hourly rate charge less.
About Armada Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Divorce
- 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
- Clients
- 323
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $190,302,673
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150416
- Phone
- (850) 497-6167
Can advise clients in 5 states: Alabama, Florida, Louisiana, Texas, Virginia
Other planners in Pensacola that publish fees
- Dna Wealth Management LLCPensacola$150/hr, $1,000-$2,000
- Financial Journey LLCPensacola$200/hr, $300-$2,500
- Guernsey Financial, LLCPensacola$500
- Kitchensink Financial Planning, LLCPensacola$450/hr, $250-$2,100/mo
- Saltmarsh Financial Advisors, LLCPensacola$450/hr, $5,000
- Southeastern Financial Planning, LLCPensacola$150/hr, $500-$2,000
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.