Destiny Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,500/hr

“Based upon the complexity of the engagement, additional fees may be charged based upon an hourly rate ranging from $100 to $1,500.”

Flat or project fee

$10,000

“Registrant’s fee is generally a minimum of $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How Destiny Wealth Partners, LLC bills

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

• “Thus, depending upon the fee deduction methodology employed by the third party administrator, fees allocated to the registrant for its services might be deducted in advance or in arrears, and on a monthly or quarterly basis.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Destiny Wealth Partners, LLC’s fees compare

• Its hourly rate of $100-$1,500 spans the Florida median of $288. 99% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Florida median of $4,900. 77% of the 320 other Florida planners that publish a flat or project fee charge less.

About Destiny Wealth Partners, LLC

• Firm size: 26 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

939

Employees

26

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$947,288,591

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171346

Website

linkedin.com/company/ruggie-wealth-management (opens in new tab)

Phone

(352) 343-2700

Can advise clients in 22 states: Arizona, California, Florida, Georgia, Hawaii, Kentucky, Louisiana, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia

Other planners in Tavares that publish fees

• Destiny Family OfficeTavares$100⁠-⁠$1,500/hr, $10,000
• 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
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

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