Broaden Wealth LLC fees and pricing

Financial planner in Fort Myers, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 2, 2026, Broaden Wealth LLC charges $500 an hour for financial planning.

Published fees

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

Hourly rate: $500/hr; “The negotiated hourly fee for these services is $500.”

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 BWL's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of BWL’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
4 of the 4 other planners in Fort Myers that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 5
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: $6,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338314
Phone: (239) 219-1750

Is something on this page wrong or out of date?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.