Atticus Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Alternatively, we can negotiate an hourly fee arrangement at our negotiable rate of $500 per hour.”

Flat or project fee

$7,500⁠-⁠$30,000

“AWM will charge a fixed fee that ranges from $7,500 to $30,000.00 for financial planning services.”

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

How Atticus Wealth Management bills

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

• “For accounts held at Interactive Brokers, annualized fees are billed on a pro-rata basis daily in arrears based on an average of the daily balance in the client's account throughout the billing period, after taking into account deposits and withdrawals.”
• “Refunds are not applicable because fees are paid in arrears.”
• “For account held at Interactive Brokers, fees are deducted daily in arrears.”

How Atticus Wealth Management’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 8 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.
• Its flat or project fee of $7,500-$30,000 is above the Florida median of $4,900. 91% of the 320 other Florida planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.

About Atticus Wealth Management

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 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

3% a year

Clients

393

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$565,329,716

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

296949

Website

atticuswm.com (opens in new tab)

Phone

(561) 425-9500

Can advise clients in 18 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Louisiana, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Palm Beach Gardens that publish fees

• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500
• Montello Wealth Management, Inc.Palm Beach Gardens$150/hr

Compare all 18 planners in Palm Beach Gardens