Azzendo Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$750/hr

“Azzendo Wealth Advisors charges an hourly fee of $750 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”

Flat or project fee

$7,500⁠-⁠$25,000

“Azzendo Wealth Advisors will charge a fixed fee that ranges from $7,500.00 to $25,000.00, for broad based planning services.”

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

How Azzendo Wealth Advisors bills

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

• “In all cases, the exact fee payable by the client is clearly set forth in the client’s advisory agreement.”
• “Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others.”
• “Since this fee is negotiable, the exact fee paid by the client will be clearly stated in the advisory agreement signed by the client and the firm.”

How Azzendo Wealth Advisors’ fees compare

• Its hourly rate of $750 is above the Florida median of $288. 98% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $7,500-$25,000 is above the Florida median of $4,900. 90% of the 320 other Florida planners that publish a flat or project fee charge less.

About Azzendo Wealth Advisors

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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

3% a year

Clients

102

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$173,094,626

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139610

Website

facebook.com/azzendowealthadvisors (opens in new tab)

Phone

(954) 986-0633

Can advise clients in 2 states: Florida, Texas

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• Personal Wealth Planning, LLCHollywood$12,000
• 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

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