Burkart Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“The negotiated hourly fee for these services is between $200 and $350.”

Flat or project fee

$500⁠-⁠$3,500

“The negotiated fixed rate for creating client financial plans is between $500 and $3,500.”

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

How Burkart Financial Group, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of BFGI's fees within five business days of signing the Investment Advisory Contract.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

How Burkart Financial Group, Inc.’s fees compare

• Its hourly rate of $200-$350 spans the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,500 is below the Florida median of $4,900. 22% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.

About Burkart Financial Group, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 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

48

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

$72,240,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290579

Website

burkartfinancial.com (opens in new tab)

Phone

(727) 459-7744

Other planners in St. Petersburg that publish fees

• Advisorplanner, LLCSt. Petersburg$500/hr, $700⁠-⁠$900/yr
• Avid PlanningSt. Petersburg$286⁠-⁠$572/hr
• Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
• Cyndeo Wealth PartnersSt. Petersburg$350⁠-⁠$500/hr, $2,500⁠-⁠$25,000
• Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000⁠-⁠$10,000
• Gray Colt Financial Planning LLCSt. Petersburg$200/hr

Compare all 22 planners in St. Petersburg