Attainable Wealth fees and pricing

Financial planner in Jacksonville, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 20, 2026, Attainable Wealth charges $300 an hour and a flat or project fee of $3,600⁠-⁠$8,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“In the event of early termination, the client will be billed for the hours worked applicable to the upfront fee at a rate of $300.00 per hour.”
Flat or project fee
$3,600⁠-⁠$8,000
“Comprehensive Financial Planning Comprehensive Financial Planning costs $3,600 to $8,000, billed in monthly installments over six months, with the first payment due when the contract is signed.”

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

How Attainable Wealth bills

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

  • “An account may be terminated with written notice at least 30 calendar days in advance or earlier, if agreed by both parties.”
  • “For Betterment institutional, since fees are paid in arrears, no rebate will be needed upon termination of the account.”
  • “For GeoWealth/Schwab, the fees will be prorated and rebated upon termination of the investment management agreement.”

How Attainable Wealth’s fees compare

  • Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
  • 9 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
  • Its flat or project fee of $3,600-$8,000 spans the Florida median of $4,900. 65% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 14 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About Attainable Wealth

  • Principal: Inga Timmerman
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2015 (11 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
0.95% a year
Clients
43
Employees
2
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
$46,125,496
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
281206
Website
attainablewealthfp.com (opens in new tab)
Phone
(904) 994-0454

Can advise clients in 3 states: California, Florida, New York

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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.