Bloom Investment fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $250 per hour.”

Flat or project fee

$2,400⁠-⁠$9,600

“The fixed fee can range between $2,400 and $9,600.”

Monthly fee

$200⁠-⁠$900/mo

“Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $900 per month.”

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

How Bloom Investment bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Bloom Investment’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Winter Park that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$9,600 spans the Florida median of $4,900. 66% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Winter Park that publish a flat or project fee charge less.

About Bloom Investment

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317306

Website

bloominvestment.com (opens in new tab)

Phone

(407) 900-7301

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr
• Financial Planning Office of Stephen Overstreet, P.A.Winter Park$150/hr

Compare all 19 planners in Winter Park