Data Analytics Capital LLC fees
Financial planner in Miami, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 2, 2026, Data Analytics Capital LLC (Miami, FL) charges a flat or project fee of $500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change.
- Flat or project fee
- $500
Below the Miami median of $3,200; none of the 7 other planners in Miami that publish a flat or project fee charge less. Below the Florida median of $4,200; 1% of the 160 other planners in Florida charge less.
“Financial Planning Services are offered based on a negotiable flat fee of $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 2026
How Data Analytics Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, a percentage of assets under management, and performance based fees
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and market timing
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2026
- CRD number
- 341033 (opens in new tab)
- Phone
- (239) 381-9390
Other planners in Miami that publish fees
- FDI Wealth Management, LLCMiamiHourly $250-$350/hr
- RC Private Wealth, LLCMiamiHourly $500/hr, Flat from $3,500
- Omnicap Wealth Partners LLCMiamiHourly $250/hr, Annual $1,500-$15,000/yr
- Arkhe Wealth ManagementMiamiHourly $150/hr, Flat $300-$10,000
- Andromeda Wealth LLCMiamiHourly $250/hr, Flat $500-$2,000
- Libra Investment Advisors IncMiamiHourly $150-$350/hr
Is something on this page wrong or out of date?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.