Elderkin Wealth Management LLC fees and pricing

Financial planner in Fort Lauderdale, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 17, 2026, Elderkin Wealth Management LLC charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “AND CONSULTING EWM charges an hourly fee of $250 based on complexity and unique Client needs for financial planning.”

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

“Fees are billed quarterly in arrears 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.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 2 other planners in Fort Lauderdale that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 1
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331049
Website: elderkin.net (opens in new tab)
Phone: (954) 485-9910

Is something on this page wrong or out of date?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