Empire Financial Group, LLC fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Empire Financial Group, LLC charges $150 an hour and a flat or project fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The standard investment management consultation fee is $150 per hour.”
- Flat or project fee
- $750-$2,500
“As a fixed fee, typically ranging from $750 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Empire Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain circumstances, all of Adviser's fees may be negotiable.”
- “Investment Management clients will be billed in arrears at the beginning of each calendar quarter based upon the market value of the client's account at the end of the previous quarter.”
- “Clients may elect to be billed directly for fees or authorize EFG to directly debit fees from client accounts.”
How Empire Financial Group, LLC’s fees compare
- Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 22 other planners in Orlando that publish an hourly rate charge less.
- Its flat or project fee of $750-$2,500 is below the Florida median of $4,900. 19% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Empire Financial Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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
- 1.6% a year
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $82,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 139382
- Phone
- (407) 222-5120
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/hr
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.