Cma Advisors, Inc. fees and pricing
Financial planner in Bradenton, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, Cma Advisors, Inc. charges $400 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Professional $400 per hour, Para planner is $250/hour and Administrative is $150 per hour.”
- Flat or project fee
- $5,000
“The flat rate is negotiable and starts at $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cma Advisors, Inc.’s fees compare
- Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
- 5 of the 5 other planners in Bradenton that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Bradenton that publish a flat or project fee charge less.
About Cma Advisors, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA and ChFC®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336813
- Phone
- (941) 320-1524
Other planners in Bradenton that publish fees
- Lifestyle Freedom Advisory Group, LLCBradenton$5,000-$10,000
- Maslar FinancialBradenton$250/hr
- Moore Financial Management, Inc.Bradenton$2,500-$7,000
- Parker Financial Planning, LLC.Bradenton$250/hr
- Summit Financial AdvisorsBradenton$100-$300/hr, $1,000-$50,000/yr
- Williams Wealth Management Group, Inc.Bradenton$250/hr, $1,000/yr
Is something on this page wrong or out of date?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.