Azzendo Wealth Advisors fees and pricing
Financial planner in Coral Gables, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 23, 2026, Azzendo Wealth Advisors charges $750 an hour and a flat or project fee of $7,500-$25,000 for financial planning.
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.
- “At the sole discretion of Azzendo Wealth Advisors, these fees are negotiable.”
- “Such arrangements are negotiable on a client‐by‐client basis and will be clearly set forth in the management agreement with our firm.”
- “Fees are billed quarterly, in arrears and are based on the value of your portfolio at the end of the preceding quarter (or on the negotiated fixed fee, where applicable).”
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.
- 7 of the 7 other planners in Coral Gables 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.
- 6 of the 6 other planners in Coral Gables that publish a flat or project fee charge less.
About Azzendo Wealth Advisors
“Wealth Management Services Azzendo Wealth Advisors provides wealth management services to clients.”
- Principal: Cathy Pareto
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College 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
- 1.5% a year
- Clients
- 238
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $300,132,683
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145919
- Phone
- (305) 648-9814
Can advise clients in 3 states: California, Florida, Texas
Other planners in Coral Gables that publish fees
- Ascent Wealth Management Group, LLCCoral Gables$500/hr
- Entelevest, LLCCoral Gables$5,000-$20,000
- Ethos Private WealthCoral Gables$100-$400/hr
- Family and Money MattersCoral Gables$350/hr, $5,000
- Kirtland Financial Management, Inc.Coral Gables$250/hr
- Ladin Financial Group, Inc.Coral Gables$250/hr, $775-$13,000
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.