Batman Wealth Management, LLC fees and pricing
Financial planner in Lake Mary, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Batman Wealth Management, LLC charges an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000/yr
“Total revenue is less than $6,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Batman Wealth Management, LLC’s fees compare
- Its annual fee of $6,000 is above the Florida median of $4,800. 57% of the 97 other Florida planners that publish an annual fee charge less.
- 2 of the 2 other planners in Lake Mary that publish an annual fee charge less.
About Batman Wealth Management, LLC
“Once the overall financial picture 6 comes into focus and is discussed, the Financial Plan is developed and a follow up interview is scheduled to review the plan and discuss how the client would like to proceed, whether it be contracting with BWM to provide Wealth Management services or implementing the plan…”
- Principal: David P. Batman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 59
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $22,357,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313567
- Phone
- (352) 636-8716
Other planners in Lake Mary that publish fees
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- Collaborative WealthLake Mary$200-$400/hr
- Dias Wealth, LLCLake Mary$250/hr, $2,500
- Financial Life Designs LLCLake Mary$500, $750/qtr
- Haysley Financial Services, Inc.Lake Mary$400/hr, $25,000
- QTR Family Wealth, LLCLake Mary$2,500
Is something on this page wrong or out of date?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.