Asset Protection Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered for an hourly fee of $250.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee, with a maximum of $2,500 based on complexity and unique Client needs.”

Annual fee

$2,000/yr

“The Client pays the same $2,000 annual fee.”

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

How Asset Protection Group bills

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

• “The technology fee will be billed and deducted each month from the largest valued household account from the date the household account is initially established with VCM.”
• “The Total Annual Fee will be payable to VCM monthly in arrears based on the value of the Account on the time-weighted daily average of the Client Account.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Asset Protection Group’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 2 other planners in Sunrise that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Florida median of $4,800. 24% of the 97 other Florida planners that publish an annual fee charge less.

About Asset Protection Group

• Principal: William Gruntler
• Firm size: 5 employees.
• Registered as an adviser: 2012 (14 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

2% a year

Clients

187

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$62,219,535

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

164544

Website

assetgroup.us (opens in new tab)

Phone

(954) 598-0752

Other planners in Sunrise that publish fees

• Lifecraft Wealth ManagementSunrise$250/hr, $500⁠-⁠$4,000
• Neil Jesani Wealth ManagementSunrise$250/hr
• 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

Compare all 4 planners in Sunrise