Asset Management Financial Services Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Fees for Consulting Consultation fees are billed at $175 per hour, prorated in 15-minute increments.”

Quarterly fee

$625/qtr

“You have the right to terminate our services without penalty within five (5) business days 2 $625/quarter.”

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

How Asset Management Financial Services Inc. bills

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

• “Because our fees may be negotiable, not all clients will pay the same fee as you do.”
• “The initial fee will be billed and based on your account value as of the date the Investment Management Agreement is signed or on a mutually agreed upon date.”
• “The initial fee will be pro- rated based upon the number of days from the first day of management to the end of the calendar quarter and charged in arrears.”

How Asset Management Financial Services Inc.’s 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.
• 1 of the 4 other planners in Clearwater that publish an hourly rate charge less.

About Asset Management Financial Services Inc.

• Firm size: 2 employees.
• Registered as an adviser: 1990 (36 years).

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% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

97

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$79,473,813

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142396

Website

coremanagement.net (opens in new tab)

Phone

(727) 216-8525

Other planners in Clearwater that publish fees

• Flaharty Asset Management, LLCClearwater$350/hr
• Lat Wealth Financial AdvisorsClearwater$1,000⁠-⁠$5,000/yr
• Shepherds of CapitalClearwater$1,500⁠-⁠$5,000
• Successful Portfolios LLCClearwater$300/hr
• Unify Financial AdvisorsClearwater$200/hr
• Vardell Strategies LLCClearwater$50⁠-⁠$250/hr

Compare all 14 planners in Clearwater