Ashcraft Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 6, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$2,000

“Fees for these consulting services may be billed on an hourly basis at rates ranging up to $200/hour or on a fixed fee basis ranging from $200 to $2,000.”

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

How Ashcraft Wealth Advisors LLC bills

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

• “Management fees shall be prorated for capital contributions made during the applicable calendar quarter (with the exception of de minimis contributions).”
• “Additional Fees and Expenses Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your account(s).”
• “Consulting services and fees will be agreed to in advance by the Firm and the client.”

How Ashcraft Wealth Advisors LLC’s fees compare

• Its flat or project fee of $200-$2,000 is below the Florida median of $4,900. 9% of the 320 other Florida planners that publish a flat or project fee charge less.

About Ashcraft Wealth Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

46

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,769,270

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173658

Phone

(863) 409-8771

Other planners in Florida that publish fees

• 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
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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