Fiduciary Family Office, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$600/hr

“These fees are negotiable but range from $30,000 to $250,000 on a fixed fee basis and/or from $350 to $600 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$30,000⁠-⁠$250,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fiduciary Family Office, LLC bills

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

• “For project-based services, Fiduciary Family Office requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
• “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is not adjusted to reflect the interim change in portfolio value.”

How Fiduciary Family Office, LLC’s fees compare

• Its hourly rate of $350-$600 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 7 of the 10 other planners in Boca Raton that publish an hourly rate charge less.
• Its flat or project fee of $30,000-$250,000 is above the Florida median of $4,900. 99% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Boca Raton that publish a flat or project fee charge less.

About Fiduciary Family Office, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

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

1.5% a year

Clients

46

Employees

3

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$747,668,854

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

326990

Website

fiduciaryfo.com (opens in new tab)

Phone

(561) 353-4440

Can advise clients in 6 states: Florida, Louisiana, Maine, New York, Texas, Utah

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• CS Advisors Inc.Boca Raton$275⁠-⁠$500/hr
• Financial Connection, IncBoca Raton$250/qtr
• Greenline Wealth ManagementBoca Raton$200/hr, $500⁠-⁠$300,000

Compare all 33 planners in Boca Raton