Client 1ST Advisory Group fees and pricing
Financial planner in Dunedin, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Client 1ST Advisory Group charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Client 1st Financial Planning and Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Client 1ST Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If errors are discovered in the firm’s favor, we credit or refund such amount, with no time limit.”
- “The fee amount a client will pay is negotiable between the Client and his or her advisor and may either be paid at the time of service, in advance of service, or in arrears as specified in the Agreement with us.”
- “For Investment Management Agreements you may terminate the Agreement for any reason within five (5) days of the initial contract date and receive a total refund of your fees.”
How Client 1ST Advisory Group’s fees compare
- 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.
About Client 1ST Advisory Group
“We provide personalized financial planning and portfolio management services. We also provide financial consulting services to employer sponsored retirement plans.”
- Firm size: 8 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- 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
- $1,000,000 in assets (stated in brochure)
- Clients
- 353
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $511,486,971
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167790
- Phone
- (727) 450-2301
Can advise clients in 11 states: Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, New Hampshire, Ohio, Tennessee, Texas
Other planners in Dunedin that publish fees
- Florida Estate and Retirement Planning Advisors, LLCDunedin$150/hr
- 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
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.