Cayside Partners fees and pricing
Financial planner in Jupiter, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 24, 2026, Cayside Partners charges $500-$1,250 an hour and a flat or project fee of $5,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500-$1,250/hr
“Hourly fees range from $500 - $1,250 per hour, depending on what is negotiated between CSP and the client.”
- Flat or project fee
- $5,000-$25,000
“Fixed fees for longer-term consulting projects range from $5,000 to $25,000 per project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cayside Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Advisory Services - Investment Advisory Fees can be paid in two different ways, either monthly in arrears or quarterly in arrears pursuant to the terms of the Investment Advisory Agreement.”
- “Fees are based on either the market value of the assets on the last business day of the month or the average monthly balance for accounts billed monthly.”
- “To the extent that Client engages Advisor any time after the first day of a month, Client’s fee will be prorated from the date of engagement through the end of the month or quarter.”
How Cayside Partners’ fees compare
- Its hourly rate of $500-$1,250 is above the Florida median of $288. 99% of the 372 other Florida planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Jupiter that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$25,000 is above the Florida median of $4,900. 88% of the 320 other Florida planners that publish a flat or project fee charge less.
- 7 of the 7 other planners in Jupiter that publish a flat or project fee charge less.
About Cayside Partners
- Firm size: 4 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 69
- Employees
- 4
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and other services
- Assets managed
- $437,981,294
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306090
- Phone
- (561) 768-9621
Can advise clients in 3 states: Florida, New Hampshire, Texas
Other planners in Jupiter that publish fees
- Bluewater Asset ManagementJupiter$5,000
- Boca Retirement Strategies Inc.Jupiter$250-$350/hr
- Foresight Financial AdvisoryJupiter$1,000-$5,000
- Fortuna Investors LLCJupiter$400/hr, $5,000
- Giessel Wealth AdvisorsJupiter$2,000-$8,000, $18,000/yr
- Renew Family WealthJupiter$150-$250/hr, $1,500-$5,000
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.