Build Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$185⁠-⁠$300/hr

“Additional fees may be charged for advice at an hourly rate of $185-$300 per hour.”

Flat or project fee

$300⁠-⁠$5,000

“In the alternative, a flat fee between $300 - $5,000 may be applied on a per project basis.”

Annual fee

$2,800⁠-⁠$6,800/yr

“Ongoing Tax and Financial Advice – Fixed fees for this service ranges from $2,800 to $6,800 annually depending on the complexity of services required.”

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

How Build Financial Advisors, LLC bills

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

• “This annual fee will be prorated and payable quarterly, based on the market value of the assets on the last business day of the previous quarter.”
• “Fees for Additional Retainer Services Retainer services are charged in advance through a monthly fee, as agreed upon between the client and Build Financial Advisors.”
• “There will never be an instance where $500 or more in fees is charged six or more months in advance.”

How Build Financial Advisors, LLC’s fees compare

• Its hourly rate of $185-$300 spans the Florida median of $288. 25% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Aventura that publish an hourly rate charge less.
• Its flat or project fee of $300-$5,000 spans the Florida median of $4,900. 31% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Aventura that publish a flat or project fee charge less.
• Its annual fee of $2,800-$6,800 spans the Florida median of $4,800. 49% of the 97 other Florida planners that publish an annual fee charge less.

About Build Financial Advisors, LLC

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,578,994

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323201

Phone

(305) 697-8772

Can advise clients in 2 states: Florida, Illinois

Other planners in Aventura that publish fees

• B1 FinancialAventura$395/hr
• Cardone Wealth AdvisorsAventura$500/hr, $4,800
• Goalfocus Financial, LLCAventura$100⁠-⁠$300/hr, $600⁠-⁠$25,000
• Omnia Family Wealth, LLCAventura$10,000⁠-⁠$100,000
• The Financial Pharmacist, Inc.Aventura$100/hr, $750

Compare all 10 planners in Aventura