Fiduciary Consulting Group, Inc. fees and pricing
Financial planner in Venice, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Fiduciary Consulting Group, Inc. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“FCG will charge an hourly rate of $400 for Financial Planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fiduciary Consulting Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Investment Management clients will be invoiced in advance at the beginning of each calendar quarter based upon the value of the client’s account at the end of the previous quarter.”
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade or date assets transferred in).”
- “Clients should verify the accuracy of the fee calculations in such invoices.”
How Fiduciary Consulting Group, Inc.’s fees compare
- Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
About Fiduciary Consulting Group, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Clients
- 28
- 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
- $102,835,647
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132889
- Phone
- (941) 412-3451
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.