Dias Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Consulting services are provided at an hourly rate of $250.”

Flat or project fee

$2,500

“For our comprehensive planning service, we charge a fixed fee of $2,500.”

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

How Dias Wealth, LLC bills

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

• “The fee is negotiable and may vary depending on the nature and complexity of your individual circumstances and the number of areas covered by the written financial plan.”
• “We will collect the first half of the estimated fee upon engagement and the remaining balance upon delivery of the service.”
• “Upon receipt of termination, you will receive a prorated refund of any unearned fees based on the percentage of work completed on the plan.”

How Dias Wealth, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 3 other planners in Lake Mary that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Lake Mary that publish a flat or project fee charge less.

About Dias Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

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

1% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and other services

Assets managed

$8,375,536

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304465

Website

youtube.com/@DiasWealth (opens in new tab)

Phone

(321) 926-0936

Other planners in Lake Mary that publish fees

• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• Batman Wealth Management, LLCLake Mary$6,000/yr
• Collaborative WealthLake Mary$200⁠-⁠$400/hr
• Financial Life Designs LLCLake Mary$500, $750/qtr
• Haysley Financial Services, Inc.Lake Mary$400/hr, $25,000
• QTR Family Wealth, LLCLake Mary$2,500

Compare all 10 planners in Lake Mary