Associated Investor Services, Inc. fees and pricing
Financial planner in Ft. Lauderdale, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Associated Investor Services, Inc. charges $400 an hour for financial planning.
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
- $400/hr
“Follow-on implementation work is billed separately at the rate of between $100 through $400 per hour depending on the level of personnel providing the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Associated Investor Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The minimum fee is $250 and is negotiable.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
How Associated Investor Services, Inc.’s fees compare
- Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Associated Investor Services, Inc.
- Firm size: 20 employees.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Founded: 1989 (37 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 5
- Employees
- 20
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, pension consulting, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133356
- Phone
- (954) 983-5600
Other planners in Ft. Lauderdale that publish fees
- Candor Strategic Partners LLCFt Lauderdale$350/hr, $3,000
- 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
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.