Cima Sports & Wealth Management Inc fees
Financial planner in Lutz, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Cima Sports & Wealth Management Inc (Lutz, FL) charges a flat or project fee of $1,850 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change.
- Flat or project fee
- $1,850
Below the Florida median of $4,200; 18% of the 160 other planners in Florida that publish a flat or project fee charge less. The one other planner in Lutz charges more.
“Cima Sports & Wealth Management provides financial planning services for a fixed fee of $1,850.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Cima Sports & Wealth Management Inc 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 asset management services commence in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “When fees are billed in arrears, Cima Sports & Wealth Management will prorate the final fee payment based on the number of days services are provided during the final period.”
About Cima Sports & Wealth Management Inc
“Asset Management Services – Cima Sports & Wealth Management offers asset management services, which involves Cima Sports & Wealth Management providing you with continuous and ongoing supervision over your specified accounts.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 5, 2026
- CRD number
- 336646 (opens in new tab)
- Phone
- (727) 477-3777
Other planners in Lutz that publish fees
- BayView Financial PlanningLutzHourly $375/hr, Flat $1,500-$12,000
More planners in Florida that publish fees
- Dtcarson Asset ManagementTampaHourly $175/hr, Flat $1,500-$3,500
- Tobias Financial AdvisorsPlantationHourly $100-$500/hr, Flat from $6,000
- Create Wealth Financial Planning LLCJacksonvilleFlat $500-$10,000, Annual $2,500-$20,000/yr
- Zuraw FinancialDelray BeachHourly $200-$400/hr, Flat from $500
- Sparrow Wealth ManagementOrlandoHourly $350/hr, Monthly $250-$350/mo
- Libra Investment Advisors IncMiamiHourly $150-$350/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.