Capital Wise Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Our hourly rate ranges between $250 to $500.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 to $10,000.”

Annual fee

$6,000/yr

“We have a minimum annual fee of $6,000.”

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

How Capital Wise Advisory bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Capital Wise Advisory’s fees compare

• Its hourly rate of $250-$500 spans the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Florida median of $4,900. 61% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 is above the Florida median of $4,800. 57% of the 97 other Florida planners that publish an annual fee charge less.

About Capital Wise Advisory

• Principal: Dana Lyon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

11

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

$3,993,494

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329915

Website

capitalwiseadvisory.com (opens in new tab)

Phone

(813) 778-3856

Can advise clients in 2 states: Florida, Georgia

Other planners in Wesley Chapel that publish fees

• Financial Pathway LLCWesley Chapel$250
• Ransome Asset ManagementWesley Chapel$500/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 4 planners in Wesley Chapel