Boca Retirement Strategies Inc. fees and pricing

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

$250⁠-⁠$350/hr

“The hourly fee for these services is between $250 and $350. 4 Clients may terminate the agreement without penalty, for full refund of BRS INC.’s fees, within five business days of signing the Financial Planning Agreement.”

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

How Boca Retirement Strategies Inc. bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BRS INC.'s fees within five business days of signing the Investment Advisory Contract.”
• “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check, or return deposit back into the client’s account.”

How Boca Retirement Strategies Inc.’s fees compare

• Its hourly rate of $250-$350 spans the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Jupiter that publish an hourly rate charge less.

About Boca Retirement Strategies Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 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

1.5% a year

Clients

24

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,917,592

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310150

Website

bocaretirement.com (opens in new tab)

Phone

(413) 358-1176

Can advise clients in 2 states: Florida, Massachusetts

Other planners in Jupiter that publish fees

• Bluewater Asset ManagementJupiter$5,000
• Cayside PartnersJupiter$500⁠-⁠$1,250/hr, $5,000⁠-⁠$25,000
• Foresight Financial AdvisoryJupiter$1,000⁠-⁠$5,000
• Fortuna Investors LLCJupiter$400/hr, $5,000
• Giessel Wealth AdvisorsJupiter$2,000⁠-⁠$8,000, $18,000/yr
• Renew Family WealthJupiter$150⁠-⁠$250/hr, $1,500⁠-⁠$5,000

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