Arx Strategic Wealth fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 11, 2026, Arx Strategic Wealth charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“The negotiated fixed rate for creating client financial plans is between $2,500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arx Strategic Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of ARXSW's fees within five business days of signing the Investment Advisory 4 Contract.”
- “Clients may terminate the agreement without penalty, for full refund of ARXSW’s fees, within five business days of signing the Financial Planning Agreement.”
How Arx Strategic Wealth’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the Florida median of $4,900. 45% of the 320 other Florida planners that publish a flat or project fee charge less.
- 16 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Arx Strategic Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.75% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342832
- Phone
- (407) 259-1564
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/hr
- Empire Financial Group, LLCOrlando$150/hr, $750-$2,500
Is something on this page wrong or out of date?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.