CPA Group Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are offered on an hourly rate not to exceed $250 with a maximum fixed fee not to exceed $10,000 for the initial engagement.”

Flat or project fee

$10,000

From the same sentence as above.

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

How CPA Group Investment Management, LLC bills

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

• “Billing You will be billed quarterly in advance based on the above fee arrangements.”
• “We can invoice you our management fee directly or bill your account.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan8. 7 Rarely will a fee exceed those costs outlined in the Agreement.”

How CPA Group Investment Management, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Florida median of $4,900. 77% of the 320 other Florida planners that publish a flat or project fee charge less.

About CPA Group Investment Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2011 (15 years).

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

1.5% a year

Clients

33

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$41,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

114383

Website

cpagroup.com (opens in new tab)

Phone

(850) 769-9491

Other planners in Panama City 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

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