CPK Wealth Management LLC fees and pricing
Financial planner in Fort Myers, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2026, CPK Wealth Management LLC charges $125-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$250/hr
“Financial Planning and Consulting Services CPK offers financial planning and consulting services on an hourly basis ranging from $125 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CPK Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How CPK Wealth Management LLC’s fees compare
- Its hourly rate of $125-$250 is below the Florida median of $288. 13% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 4 other planners in Fort Myers that publish an hourly rate charge less.
About CPK Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 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
- 1.75% a year
- Clients
- 64
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $70,465,287
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296913
- Phone
- (239) 230-2177
Other planners in Fort Myers that publish fees
- Broaden Wealth LLCFort Myers$500/hr
- Campbell Financial Partners, LLCFort Myers$1,200
- Evolution Wealth Management Inc.Fort Myers$350/hr, $2,500-$20,000
- M&m Wealth Management, LLCFort Myers$400/hr, $100-$15,000
- Macke Financial Advisory GroupFort Myers$100/mo
- Marquis Wealth Management GroupFort Myers$150-$400/hr, $375-$625/qtr
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.