Certified Advisory Corp fees and pricing
Financial planner in Altamonte Springs, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Certified Advisory Corp charges a quarterly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $500/qtr
“The minimum quarterly fee will be $500.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Certified Advisory Corp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable between you and your IAR.”
- “You may pay the financial consulting fee by check made payable to Certified Advisor Corp or through a firm approved third party payment processing service.”
- “Fees are prorated and billed quarterly in advance, based on your 7|CertifiedAdvisoryCorp average daily balance for the prior quarter.”
About Certified Advisory Corp
- Firm size: 39 employees.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- 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
- 1.5% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 2,476
- Employees
- 39
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $3,044,536,415
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120990
- Phone
- (407) 869-9800
Can advise clients in 24 states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Altamonte Springs that publish fees
- Heritage Advisors Group, Inc.Altamonte Springs$200-$300/hr, $1,000-$10,000
- Steadfast Financial ServicesAltamonte Springs$75-$150/hr
- Synergy Investment Management LLCAltamonte Springs$20,000
- 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
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.