Ecf Wealth, Inc. fees and pricing
Financial planner in Miami Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Ecf Wealth, Inc. charges a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$10,000
“Fixed fees range from $3,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ecf Wealth, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly in advance, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Ecf Wealth, Inc.’s fees compare
- Its flat or project fee of $3,500-$10,000 spans the Florida median of $4,900. 69% of the 320 other Florida planners that publish a flat or project fee charge less.
About Ecf Wealth, Inc.
“Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans (each referred to as a “Client”). Wealth Management Services ECF Wealth provides tailored investment advisory solutions to its Clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Charitable giving
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
- 109
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $75,580,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323808
- Phone
- (786) 882-2157
Can advise clients in 3 states: California, Florida, Michigan
Other planners in Miami Beach that publish fees
- Allegiant Financial Advisors, LLCMiami Beach$300/hr, $3,000-$10,000
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.