Covingtonalsina fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $150 and $500.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Covingtonalsina bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CovingtonAlsina's fees within five business days of signing the Investment Advisory Contract.”
• “When billed separately, the rate will be a one-time fixed fee billed in arrears.”

How Covingtonalsina’s fees compare

• Its hourly rate of $150-$500 spans the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
• 11 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About Covingtonalsina

• Firm size: 10 employees.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning

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

1.25% a year

Clients

1,236

Employees

10

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, selecting other advisers, and educational seminars and workshops

Assets managed

$282,930,732

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

326810

Website

twitter.com/covingtonalsina (opens in new tab)

Phone

(904) 449-7326

Can advise clients in 13 states: California, Colorado, District of Columbia, Florida, Louisiana, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr
• Jacksonville Wealth ManagementJacksonville$100⁠-⁠$600/hr, $400⁠-⁠$7,500

Compare all 36 planners in Jacksonville