Center for Asset Management, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“An hourly fee of $300 per hour is charged by CFAM for financial planning and consulting 10 services under this arrangement.”

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

How Center for Asset Management, LLC bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If our asset management services begin in the middle of a billing period, the prorated fee will be charged at the end of the next calendar quarter.”
• “Fees for the initial billing period will be billed in arrears at the same time as the next full billing period’s fee is billed in advance.”

How Center for Asset Management, LLC’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.

About Center for Asset Management, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

284

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$257,140,940

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

147981

Website

facebook.com/centerforassetmanagement (opens in new tab)

Phone

(561) 625-0900

Can advise clients in 5 states: Connecticut, Florida, North Carolina, New York, Texas

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500
• Montello Wealth Management, Inc.Palm Beach Gardens$150/hr

Compare all 18 planners in Palm Beach Gardens