Base Wealth Management fees and pricing
Financial planner in Lakewood Ranch, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Base Wealth Management charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The Advisor’s hourly fee will be billed at a rate of $500 per hour, but may be negotiated in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Base Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable quarterly, either in advance or in arrears, based on the market value of the account on the last business day of the quarter.”
- “For new accounts, fees will be prorated from the account’s inception through the end of the first quarter.”
- “Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice at the end of each quarter.”
How Base Wealth Management’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Lakewood Ranch that publish an hourly rate charge less.
About Base Wealth Management
“An Investment Adviser Representative (“IAR”) of Base Wealth Management serves as the President and Owner of Boardwalk Trust Co., a separate company that assists clients in obtaining estate planning services through independent, third-party attorneys.”
- Firm size: 15 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
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
- 861
- Employees
- 15
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $326,333,445
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321991
- Phone
- (941) 203-6040
Can advise clients in 13 states: California, Connecticut, Florida, Georgia, Michigan, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia
Other planners in Lakewood Ranch that publish fees
- Clarity Capital Advisors, LLCLakewood Ranch$25,000
- Meridian Financial Services, Inc.Lakewood Ranch$250/hr
- Reik Wealth Management, Inc.Lakewood Ranch$400/hr
- 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
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.