Cardone Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Cardone Wealth’s current hourly rate is $500, assessed in 30-minute increments, and a partial increment will be treated as a whole (i.e., 15 minutes will be billed as if it were 30 minutes).”

Flat or project fee

$4,800

“Method of Compensation and Fee Schedule Cardone Wealth charges a flat fee of $4,800 at the start of the Initial Engagement, which is considered the Year 1 financial planning fee.”

Annual fee

$4,800/yr

“If the Client renews the Financial Planning Agreement in a subsequent year, an annual flat fee of $4,800 will be assessed.”

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

How Cardone Wealth Advisors bills

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

• “Clients who require any additional assistance or further services outside the scope of engagement may be billed separately and those services will be charged on an hourly basis or an agreed upon fixed fee.”
• “For all Engagements, the Services and fees are detailed in the Financial Planning Agreement, and invoiced via electronic communication, and/or other means agreed upon between the Firm and Client.”
• “Such fees may be negotiable; we may discount such fees from time to time.”

How Cardone Wealth Advisors’ fees compare

• 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 Aventura that publish an hourly rate charge less.
• Its flat or project fee of $4,800 is below the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Aventura that publish a flat or project fee charge less.
• Its annual fee of $4,800 matches the Florida median of $4,800. 49% of the 97 other Florida planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Cardone Wealth Advisors

• Firm size: 6 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Early retirement / FIRE

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

6

Services reported to regulators

Financial planning and selecting other advisers

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337559

Website

cardonewealthadvisors.com (opens in new tab)

Phone

(310) 777-0255

Can advise clients in 15 states: Alaska, Arizona, California, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Missouri, Nebraska, New Jersey, Nevada, Texas, Utah

Other planners in Aventura that publish fees

• B1 FinancialAventura$395/hr
• Build Financial Advisors, LLCAventura$185⁠-⁠$300/hr, $300⁠-⁠$5,000
• 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