Entelevest, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$20,000

“We charge a fixed fee for financial planning services, which generally ranges between $5,000 $20,000.”

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

How Entelevest, LLC bills

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

• “The pension consulting fees will be prorated for the quarter in which the termination notice is given and any unearned fees will be refunded to the client.”
• “Our advisory fee is negotiable, depending on individual client circumstances. 8 At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Entelevest, LLC’s fees compare

• Its flat or project fee of $5,000-$20,000 is above the Florida median of $4,900. 84% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Coral Gables that publish a flat or project fee charge less.

About Entelevest, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

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

156

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$147,032,517

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318115

Website

linkedin.com/company/entelevest (opens in new tab)

Phone

(305) 390-4197

Other planners in Coral Gables that publish fees

• Ascent Wealth Management Group, LLCCoral Gables$500/hr
• Azzendo Wealth AdvisorsCoral Gables$750/hr, $7,500⁠-⁠$25,000
• Ethos Private WealthCoral Gables$100⁠-⁠$400/hr
• Family and Money MattersCoral Gables$350/hr, $5,000
• Kirtland Financial Management, Inc.Coral Gables$250/hr
• Ladin Financial Group, Inc.Coral Gables$250/hr, $775⁠-⁠$13,000

Compare all 24 planners in Coral Gables