Aureum Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“Financial plans that require additional work are billed at an hourly rate of $100 to $400.”

Flat or project fee

$1,500

“- Item 5 Financial Planning Services Fees For stand-alone financial planning services, Aureum Wealth charges a negotiable fixed fee that starts at $1,500 for a simple plan with an estimated 10 hours of planning work.”

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

How Aureum Wealth Management, LLC bills

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

• “The hourly fee is negotiable based on the experience and expertise of the individual working on the plan.”
• “Fees are payable upon completion and delivery of the plan.”
• “Refunds are not applicable since fees are payable in arrears.”

How Aureum Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$400 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.

About Aureum Wealth Management, LLC

• Principal: Luigi Fuoco
• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis
• Cash flow and budgeting

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

1.9% a year

Clients

89

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$150,560,827

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

272027

Website

aureumwealthmanagement.com (opens in new tab)

Phone

(561) 209-1120

Can advise clients in 6 states: California, Florida, Michigan, New York, Pennsylvania, Texas

Other planners in Florida that publish fees

• 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
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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