Dobson Street LLC fees and pricing

Financial planner in Winter Park, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, Dobson Street LLC charges $250⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$400/hr; “The negotiated hourly fee for these services is between $250 and $400.”

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

“These fees are generally negotiable and the final fee schedule is attached in Item 12 of the Wealth Management Agreement.”
“Clients may terminate the agreement without penalty for a full refund of DSL's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of DSL’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $250-$400 spans the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
5 of the 9 other planners in Winter Park that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 62
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,545,782
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 289509
Phone: (407) 765-5446

Is something on this page wrong or out of date?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.