Cast Member Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge an hourly fee of $250 for Project-Based Financial Planning.”

Annual fee

$2,400⁠-⁠$5,000/yr

“We charge an annual fee of $2,400 - $5,000 fixed fee for Ongoing Financial Planning.”

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

How Cast Member Financial LLC bills

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

• “Fees are paid monthly in advance, based on the average daily balance of the Client’s account.”
• “Fees are paid monthly in advance and may be negotiable.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”

How Cast Member Financial LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its annual fee of $2,400-$5,000 spans the Florida median of $4,800. 43% of the 97 other Florida planners that publish an annual fee charge less.

About Cast Member Financial LLC

• Principal: Colin Philips
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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

Clients

16

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$2,844,881

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329857

Website

alonsofp.com (opens in new tab)

Phone

(407) 819-7592

Other planners in Ocoee that publish fees

• Ames Financial Solutions, LLCOcoee$400/hr, $450⁠-⁠$800/mo
• 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

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