Econologics Financial Advisors fees and pricing
Financial planner in Largo, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Econologics Financial Advisors charges a monthly fee of $475-$975 and a quarterly fee of $425-$975 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $475-$975/mo
“The monthly fee for new Owner Clients for Ongoing Advisory Services ranges between $475 to $975 per month.”
- Quarterly fee
- $425-$975/qtr
“The quarterly fee for new NonOwner Clients and New Owner Clients for Ongoing Advisory Services ranges between $425 to $975 quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
About Econologics Financial Advisors
- Firm size: 18 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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
- 2% a year
- Clients
- 291
- Employees
- 18
- Works with
- Individuals, high net worth individuals, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $183,239,676
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125738
- Phone
- (727) 588-1540
Can advise clients in 37 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Florida that publish fees
- 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
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.