Avid Planning fees and pricing
Financial planner in St. Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Avid Planning charges $286-$572 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $286-$572/hr
“Hourly rates range between $286 to $572.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avid Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, and the specific manner in which the fee was calculated.”
How Avid Planning’s fees compare
- Its hourly rate of $286-$572 spans the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
- 9 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
About Avid Planning
“We offer Investment Management and Financial Planning Services.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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% a year
- Clients
- 69
- 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 other services
- Assets managed
- $58,544,704
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284332
- Phone
- (727) 228-6840
Other planners in St. Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000-$10,000
- Gray Colt Financial Planning LLCSt. Petersburg$200/hr
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.