B1 Financial fees and pricing
Financial planner in Aventura, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 6, 2026, B1 Financial charges $395 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $395/hr
“Financial Planning and Consulting Services are provided on an hourly fee rate of $395 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How B1 Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For consulting services, the fees will be billed at the end of each month.”
- “Financial planning and consulting fees may be paid via check, ACH, or digital payment vendor.”
- “Fees will be calculated and collected quarterly in advance based the end value as of the previous quarters billing period.”
How B1 Financial’s fees compare
- Its hourly rate of $395 is above the Florida median of $288. 77% of the 372 other Florida planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Aventura that publish an hourly rate charge less.
About B1 Financial
“We offer clients financial planning services to evaluate their financial situation, goals and risk tolerance. We may offer comprehensive planning services, or the client may desire advice on certain planning components; the firm can tailor services as desired by the client.”
- Firm size: 3 employees.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 72
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $39,729,986
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323539
- Phone
- (954) 736-4699
Can advise clients in 5 states: California, Florida, New Mexico, New York, Ohio
Other planners in Aventura that publish fees
- Build Financial Advisors, LLCAventura$185-$300/hr, $300-$5,000
- Cardone Wealth AdvisorsAventura$500/hr, $4,800
- Goalfocus Financial, LLCAventura$100-$300/hr, $600-$25,000
- Omnia Family Wealth, LLCAventura$10,000-$100,000
- The Financial Pharmacist, Inc.Aventura$100/hr, $750
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.