Cassandra Smalley Wealth Management fees and pricing
Financial planner in Seminole, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Cassandra Smalley Wealth Management charges $375 an hour, a flat or project fee of $4,000, a monthly fee of $1,500-$5,000, and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“Our hourly rate is $375.”
- Flat or project fee
- $4,000
“The fixed fee starts at $4,000 per project.”
- Monthly fee
- $1,500-$5,000/mo
“Fees are paid monthly in arrears, ranging from $1,500 to $5,000 per month.”
- Annual fee
- $6,000/yr
“We charge a starting annual fee of $6,000 for individuals and $9,000 for couples, with a maximum fee of $24,000, based on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cassandra Smalley Wealth Management 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 Cassandra Smalley Wealth Management’s fees compare
- Its hourly rate of $375 is above 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 $4,000 is below the Florida median of $4,900. 47% 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 Cassandra Smalley Wealth Management
- Principal: Cassandra Smalley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 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
- 1% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $36,554,093
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323176
- Phone
- (727) 433-8320
Other planners in Seminole that publish fees
- Targeted Financial Services, LLCSeminole$125-$200/hr, $500-$5,000
- 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
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.