Btesh Financial, LLC fees and pricing

Financial planner in Sunny Isles Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 16, 2026, Btesh Financial, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Services are offered based on an hourly fee of $150 per hour.”

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

“Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of each month.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Additionally, all unearned fees will be refunded to the Client based on a pro-rata basis.”

Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners 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: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338209
Website: bteshfinancial.com (opens in new tab)
Phone: (786) 417-8101

Is something on this page wrong or out of date?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