Brickell Financial Group LLC fees and pricing
Financial planner in Miami, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2025, Brickell Financial Group LLC charges a flat or project fee of $200-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$1,500
“The negotiated fixed rate for creating client financial plans is between $200 and $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brickell Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of BFG's fees within five business days of signing the financial planning agreement.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
- “Fixed financial planning fees are paid in arrears upon completion.”
How Brickell Financial Group LLC’s fees compare
- Its flat or project fee of $200-$1,500 is below the Florida median of $4,900. 7% of the 320 other Florida planners that publish a flat or project fee charge less.
- 2 of the 14 other planners in Miami that publish a flat or project fee charge less.
About Brickell Financial Group LLC
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 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
- 36
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $18,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283974
- Phone
- (305) 602-2402
Other planners in Miami that publish fees
- Amida Wealth Advisors, LLCMiami$1,000-$30,000, $1,750-$2,500/yr
- Andromeda Wealth LLCMiami$250/hr, $500-$2,000
- Camerondowning, Inc.Miami$300/hr, $1,500-$5,000
- Campos FinancialMiami$200/hr, $200-$2,000
- Cela Wealth ManagementMiami$2,500-$12,000
- Clout CapitalMiami$50,000
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.