Covenant Capital Advisors, LLC fees and pricing
Financial planner in Davenport, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Covenant Capital Advisors, LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Financial Planning and/or Consulting Fees Financial Planning and Consulting Services are offered at a rate of $100 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Covenant Capital Advisors, LLC 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 electronic funds transfer, check, or credit card.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Covenant Capital Advisors, LLC’s fees compare
- Its hourly rate of $100 is below the Florida median of $288. 1% of the 372 other Florida planners that publish an hourly rate charge less.
About Covenant Capital Advisors, LLC
- Principal: James Duronio
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
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
- 0.8% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 7
- Employees
- 1
- Works with
- Individuals and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and other services
- Assets managed
- $3,007,647
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305838
- Phone
- (248) 894-0748
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
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.