Family and Money Matters fees and pricing
Financial planner in Coral Gables, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Family and Money Matters charges $350 an hour, a flat or project fee of $5,000, and a quarterly fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly engagements are offered at a rate of $350.00 per hour.”
- Flat or project fee
- $5,000
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $5,000.00 and an ongoing fee that is paid quarterly, in advance, at the rate of $7,500.00 per quarter.”
- Quarterly fee
- $7,500/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Family and Money Matters bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are prorated and paid in advance on a quarterly basis.”
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Family and Money Matters’ fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- 4 of the 7 other planners in Coral Gables that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
- 2 of the 6 other planners in Coral Gables that publish a flat or project fee charge less.
About Family and Money Matters
“We provide project-based financial planning services on a limited scope one-time engagement.”
- Principal: Elaine King
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- 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
- 1.25% a year
- Clients
- 15
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $21,530,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313222
- Phone
- (305) 432-3000
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
- Entelevest, LLCCoral Gables$5,000-$20,000
- Ethos Private WealthCoral Gables$100-$400/hr
- Kirtland Financial Management, Inc.Coral Gables$250/hr
- Ladin Financial Group, Inc.Coral Gables$250/hr, $775-$13,000
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.