CG Capital Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,200/yr

“Clients with annual fees of $1,200 or less are billed annually in advance.”

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

How CG Capital Wealth LLC bills

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

• “Clients with fees exceeding $1,200 are billed semi-annually.”

How CG Capital Wealth LLC’s fees compare

• Its annual fee of $1,200 is below the Florida median of $4,800. 14% of the 97 other Florida planners that publish an annual fee charge less.

About CG Capital Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342521

Phone

(305) 407-7923

Other planners in Florida that publish fees

• 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
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

Compare all 944 planners in Florida