Ceg Wealth Partners, LLC fees and pricing

Financial planner in Wellington, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 27, 2025, Ceg Wealth Partners, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 27, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Our hourly rate is $350.00 per hour and is not negotiable.”

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

“If a client wants a one-time or occasional check-in so assess their current financial picture, we can charge by the hour, one hour minimum.”
“Our fees are billed monthly in arrears and payable within 30 days.”

Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337782
Phone: (860) 930-1933

Is something on this page wrong or out of date?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.