Cumulare Asset Management, LLC fees and pricing
Financial planner in Hollywood, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Cumulare Asset Management, LLC charges $395 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $395/hr
“Financial Planning and Consulting Services are provided on an hourly fee rate of $395 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cumulare Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For consulting services, the fees will be billed at the end of each month of service.”
- “The management fee may be collected monthly or quarterly, in advance or in arrears as agreed upon in the investment management agreement.”
- “The initial monthly or quarterly fee will be prorated for the number of days remaining in the month or quarter.”
How Cumulare Asset Management, LLC’s fees compare
- Its hourly rate of $395 is above the Florida median of $288. 77% of the 372 other Florida planners that publish an hourly rate charge less.
About Cumulare Asset Management, LLC
“We offer clients financial planning services to evaluate their financial situation, goals and risk tolerance. We may offer comprehensive planning services, or the client may desire advice on certain planning components; the firm can tailor services as desired by the client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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
- 2% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,232,943
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288846
- Phone
- (954) 374-3809
Other planners in Hollywood that publish fees
- Azzendo Wealth AdvisorsHollywood$750/hr, $7,500-$25,000
- Personal Wealth Planning, LLCHollywood$12,000
- 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
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.