Basile Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Planning and Consulting Services may be offered based on an hourly fee of $150 per hour.”

Flat or project fee

$2,500⁠-⁠$3,000

“Financial Planning and Consulting Services may be offered based on a flat fee between $2,500 and $3,000.”

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

How Basile Financial Group, Inc. bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “Investment management fees are billed quarterly in arrears, meaning that we invoice you after the billing period.”

How Basile Financial Group, Inc.’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 2 other planners in Palm Harbor that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$3,000 is below the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.

About Basile Financial Group, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

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

2% a year

Clients

23

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$5,390,938

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289419

Website

basilefinancial.com (opens in new tab)

Phone

(727) 900-7068

Can advise clients in 3 states: Colorado, Florida, New York

Other planners in Palm Harbor that publish fees

• Nathan G. Hanna, LLCPalm Harbor$250/hr
• Nested Financial & Tax PlanningPalm Harbor$400/hr, $3,000⁠-⁠$30,000
• 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

Compare all 7 planners in Palm Harbor