Ethos Private Wealth fees and pricing

Financial planner in Coral Gables, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Ethos Private Wealth charges $100⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Management fees are deducted or billed, as applicable, quarterly.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

Its hourly rate of $100-$400 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 7 other planners in Coral Gables that publish an hourly rate charge less.

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: 1.25% a year
Clients: 46
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $46,575,472
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 166465
Website: ethosprivatewealth.com (opens in new tab)
Phone: (305) 602-1000

Can advise clients in 5 states: Alabama, Florida, Georgia, Pennsylvania, Tennessee

Is something on this page wrong or out of date?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