Dumont Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$750/hr

“The hourly fees for these services is between $500 and $750 and would only be utilized upon express agreement between Dumont Wealth and the client and agreed upon in the Financial Planning Agreement.”

Flat or project fee

$1,000⁠-⁠$50,000

“- 3- FIXED FEES The fixed rate for creating client financial plans is between $1,000 and $50,000.”

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

How Dumont Wealth bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Hourly fees are due in arrears upon completion of the plan.”

How Dumont Wealth’s fees compare

• Its hourly rate of $500-$750 is above the Florida median of $288. 97% of the 372 other Florida planners that publish an hourly rate charge less.
• 13 of the 13 other planners in Miami that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Florida median of $4,900. 95% of the 320 other Florida planners that publish a flat or project fee charge less.
• 13 of the 14 other planners in Miami that publish a flat or project fee charge less.

About Dumont Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Insurance analysis

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

1.5% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$12,853,502

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291981

Website

dumontwealth.com (opens in new tab)

Phone

(917) 310-3442

Can advise clients in 2 states: Florida, New York

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Cela Wealth ManagementMiami$2,500⁠-⁠$12,000

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