FDI Wealth Management, LLC fees
Financial planner in Miami, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 6, 2026, FDI Wealth Management, LLC (Miami, FL) charges $250-$350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change.
- Hourly rate
- $250-
$350/hr Starts at the Miami median of $250 and runs above it. Runs from below the Florida median of $300 to above it.
“We charge an hourly fee that typically ranges from $250 - $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How FDI Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 192
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $284 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 26, 2026
- CRD number
- 292050 (opens in new tab)
- Phone
- (561) 875-7673
Other planners in Miami that publish fees
- Clout CapitalMiamiFlat $50,000
- Vidal Wealth ManagementMiamiFlat $300-$1,000
- MMBG Investment Advisors Co.MiamiFlat $1,000-$20,000
- Andromeda Wealth LLCMiamiHourly $250/hr, Flat $500-$2,000
- Omnicap Wealth Partners LLCMiamiHourly $250/hr, Annual $1,500-$15,000/yr
- Data Analytics Capital LLCMiamiFlat $500
Is something on this page wrong or out of date?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.