Coquina Private Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$15,000/yr

“Planning and consulting fees are negotiable, but generally range from $500 $15,000 annually on a fixed fee basis (client is billed quarterly).”

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

How Coquina Private Wealth Advisors bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”
• “Retirement Plan advisory billing is in arrears conducted on a monthly or quarterly basis by the plan recordkeeper, with a portion of the fee remitted to our firm.”

How Coquina Private Wealth Advisors’ fees compare

• Its annual fee of $500-$15,000 spans the Florida median of $4,800. 67% of the 97 other Florida planners that publish an annual fee charge less.

About Coquina Private Wealth Advisors

• Firm size: 12 employees.
• Registered as an adviser: 2025.

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

1.75% a year

Clients

1,488

Employees

12

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$417,576,947

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

333615

Website

coquinaprivatewealth.com (opens in new tab)

Phone

(941) 206-5120

Can advise clients in 14 states: California, Connecticut, Florida, Georgia, Illinois, North Carolina, New Jersey, New York, Ohio, South Carolina, Texas, Virginia, Wisconsin, West Virginia

Other planners in Florida that publish fees

• 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
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

Compare all 944 planners in Florida