PlannerFees

DJP Wealth Management, LLC fees

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 24, 2026, DJP Wealth Management, LLC (Tampa, FL) charges a flat or project fee of up to $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change.

Flat or project fee
Up to $20,000

Can go up to $20,000; the Tampa median is $3,000. Can go up to $20,000; the Florida median is $4,200.

“We charge either (1) a fixed project-based fee of up to $20,000 or (2) a negotiated annual fee for on-going services.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
Solo practice (one employee)
Registered since
2010 (16 years)

How DJP Wealth Management, LLC bills

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

  • “Our annual fee for investment advisory services is billed quarterly in advance based on the account statement value on the last trading day of the previous quarter.”
  • “Our advisory fee is negotiable, depending on individual client circumstances.”
  • “The terms regarding payment of fees, termination, and refund will be clearly set forth in the agreement executed between our firm and the client.”

Firm details from Form ADV

How the firm is paid
Flat or fixed fees and a percentage of assets under management
Clients
40
Works with
Individuals, high net worth individuals, 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, and selecting other advisers
Assets managed
$91.3 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of February 24, 2026
CRD number
153663 (opens in new tab)
Website
djpwealth.com (opens in new tab)
Phone
(800) 595-4042

Registered in 3 states: Florida, Texas, Virginia

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