Dakota Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$25,000

“Dakota Wealth Management offers stand-alone financial planning services for a fixed fee, typically ranging from $5,000 to $25,000 per engagement.”

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

How Dakota Wealth, LLC bills

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

• “Fees for Advisory Services Wealth Management and Investment Management Services Advisory fees are paid quarterly, in advance of, or at the end of, each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Dakota Wealth, LLC’s fees compare

• Its flat or project fee of $5,000-$25,000 is above the Florida median of $4,900. 88% of the 320 other Florida planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.

About Dakota Wealth, LLC

• Firm size: 91 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

3,728

Employees

91

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$6,941,956,964

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297987

Website

dakotawm.com (opens in new tab)

Phone

(561) 774-8101

Can advise clients in 37 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Illinois, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin, Wyoming

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500
• Montello Wealth Management, Inc.Palm Beach Gardens$150/hr

Compare all 18 planners in Palm Beach Gardens