Cyndeo Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“Our hourly fee ranges from $350 to $500 per hour and our fixed fee ranges from $2,500 - $25,000.”

Flat or project fee

$2,500⁠-⁠$25,000

From the same sentence as above.

Monthly fee

$2,000⁠-⁠$20,000/mo

“The fees for these types of specialized services could range from $10,000 - $25,000 for the initial plan and ongoing consulting could range from $2,000 - $20,000 monthly depending upon the scope, complexity, and time estimated to deliver the business advisory services according to the type of engagement.”

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

How Cyndeo Wealth Partners bills

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

• “Our annual portfolio management fee is billed and payable, quarterly in advance, based on the market value of the assets being managed on the last business day of the previous quarter, using actual days in the year.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Cyndeo Wealth Partners’ fees compare

• Its hourly rate of $350-$500 is above the Florida median of $288. 83% of the 372 other Florida planners that publish an hourly rate charge less.
• 8 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Florida median of $4,900. 86% of the 320 other Florida planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.

About Cyndeo Wealth Partners

• Firm size: 28 employees.
• Registered as an adviser: 2020 (6 years).

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

2% a year

Clients

1,219

Employees

28

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and other services

Assets managed

$3,151,489,364

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

307781

Website

cyndeowp.com (opens in new tab)

Phone

(727) 472-3700

Can advise clients in 29 states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in St. Petersburg that publish fees

• Advisorplanner, LLCSt. Petersburg$500/hr, $700⁠-⁠$900/yr
• Avid PlanningSt. Petersburg$286⁠-⁠$572/hr
• Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
• Burkart Financial Group, Inc.St. Petersburg$200⁠-⁠$350/hr, $500⁠-⁠$3,500
• Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000⁠-⁠$10,000
• Gray Colt Financial Planning LLCSt. Petersburg$200/hr

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