Fee-Only Financial Advisors, LLC fees and pricing
Financial planner in Beverly Hills, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Fee-Only Financial Advisors, LLC charges $200 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Hourly fees will be charged at a rate of $200 per hour.”
- Flat or project fee
- $2,000-$5,000
“Generally, such fixed fees may range from $2,000 - $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fee-Only Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation – Investment Advisory Fees Fees for Investment Advisory Services are due and payable quarterly in advance based on the fair market value of managed assets as of the last business day of the end of the previous quarter.”
- “Such fees are determined in advance prior to engagement.”
- “Additional fees beyond the scope of the initial agreement may be billed thereafter at a rate of $200 per hour.”
How Fee-Only Financial Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 spans the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
About Fee-Only Financial Advisors, LLC
“Firm Information Fee-Only Financial Advisors (FOFA) offers a variety of advisory services, including financial planning and investment management services.”
- Principal: Michael J. Tringali
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: EA.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- 0.9% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 17
- 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
- $25,735,683
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285747
- Phone
- (352) 527-3465
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.