Code Waechter LLC fees and pricing
Financial planner in Tampa, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 26, 2026, Code Waechter LLC charges a flat or project fee of $750-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$6,000
“The arrangement is typically provided on a fixed fee basis, and the fixed fees will range from $750 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Code Waechter LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are negotiable and can be waived in the sole discretion of CW.”
- “Asset management fees are negotiable in the sole discretion of CW.”
- “At the discretion of CW, the anticipated financial planning fee may be paid monthly, as well as in advance for the annual amount.”
How Code Waechter LLC’s fees compare
- Its flat or project fee of $750-$6,000 spans the Florida median of $4,900. 42% of the 320 other Florida planners that publish a flat or project fee charge less.
- 10 of the 20 other planners in Tampa that publish a flat or project fee charge less.
About Code Waechter LLC
- Firm size: 9 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 0.95% a year
- Clients
- 322
- Employees
- 9
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $409,020,241
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289372
- Phone
- (813) 287-8775
Can advise clients in 4 states: Florida, Georgia, New Hampshire, Texas
Other planners in Tampa that publish fees
- Aft Financial PlanningTampa$300/hr, $1,500-$5,000
- American Family Legacy GroupTampa$300/hr
- Blade FinancialTampa$275/hr, $1,000-$2,500
- Brightwater Advisory, LLCTampa$200-$400/hr, $400-$3,000
- Caliber Wealth AdvisoryTampa$500-$10,000, $100-$750/mo
- CPA Synced FinancialTampa$1,000-$20,000
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.