Baobab Wealth Management fees and pricing

Financial planner in Nokomis, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2026, Baobab Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The fee will be determined and billed in advance based on the estimated number of hours the services will take multiplied by an hourly rate of $300.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“Upon termination of the investment advisory contract, fees paid in advance will be prorated to the date of termination and any unearned fees will be refunded to client.”
“Baobab Wealth’s financial planning and consulting fixed fee is payable in advance.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.

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: 0.75% a year
Minimum: No minimum stated in brochure
Clients: 240
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $70,391,370
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 333561
Website: baobabwealth.com (opens in new tab)
Phone: (808) 738-2045

Can advise clients in 5 states: Alaska, Colorado, Florida, Georgia, Washington

Is something on this page wrong or out of date?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.