Commoncents Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$250

“Fees for financial plans are billed $250 in advance with the balance due upon plan delivery.”

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

How Commoncents Wealth Advisors, LLC bills

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

• “Clients placed with TPMs will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the client prior to signing an agreement.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The fees must be paid within 10 days following the conclusion of the calendar quarter which the account is being billed for.”

How Commoncents Wealth Advisors, LLC’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the Florida median of $4,900. None of the 320 other Florida planners that publish a flat or project fee charge less.

About Commoncents Wealth Advisors, LLC

• Principal: Cheryl McCarthy
• Firm size: 2 employees.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

302

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$24,950,120

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

169551

Website

commoncentswealthadvisors.com (opens in new tab)

Phone

(727) 376-7100

Can advise clients in 4 states: Florida, North Carolina, Tennessee, Texas

Other planners in New Port Richey that publish fees

• Orca Wealth Management, LLCNew Port Richey$20,000/yr
• 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

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