Dna Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. 8 Project Based Hourly Fee Project based consultation services are offered at an hourly rate of $150 per…”

Flat or project fee

$1,000⁠-⁠$2,000

“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging from $1,000 to $2,000, depending on complexity and needs of the client.”

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

How Dna Wealth Management LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time the account was open during the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Dna Wealth Management LLC’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 7 other planners in Pensacola that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,000 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Pensacola that publish a flat or project fee charge less.

About Dna Wealth Management 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

• Retirement planning
• Estate planning
• Business owners
• 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

0.95% a year

Clients

39

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,940,730

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305791

Website

dnawealthmgt.com (opens in new tab)

Phone

(850) 450-1012

Can advise clients in 2 states: Alabama, Florida

Other planners in Pensacola that publish fees

• Armada AdvisorsPensacola$175/hr
• Financial Journey LLCPensacola$200/hr, $300⁠-⁠$2,500
• Guernsey Financial, LLCPensacola$500
• Kitchensink Financial Planning, LLCPensacola$450/hr, $250⁠-⁠$2,100/mo
• Saltmarsh Financial Advisors, LLCPensacola$450/hr, $5,000
• Southeastern Financial Planning, LLCPensacola$150/hr, $500⁠-⁠$2,000

Compare all 12 planners in Pensacola