PlannerFees

Financial Life Designs LLC fees and pricing

Financial planner in Lake Mary, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 12, 2026, Financial Life Designs LLC charges a flat or project fee of $500, a quarterly fee of $750, and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500
“Such fee will be a fixed fee not to exceed $500.”
Quarterly fee
$750/qtr
“This fee will be billed at the beginning of each calendar quarter ($750 per quarter) starting with the first calendar quarter after the anniversary of when the financial plan was completed.”
Annual fee
$3,000/yr
“The annual review fee is $3,000 annually.”

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

How Financial Life Designs LLC bills

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

  • “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan.”
  • “If you desire only modular planning – review, analysis and evaluation of a core area of financial need – the fee will be billed at our hourly rate not to exceed $50010.”

How Financial Life Designs LLC’s fees compare

  • Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
  • None of the 5 other planners in Lake Mary that publish a flat or project fee charge less.
  • Its annual fee of $3,000 is below the Florida median of $4,800. 35% of the 97 other Florida planners that publish an annual fee charge less.
  • None of the 2 other planners in Lake Mary that publish an annual fee charge less.

About Financial Life Designs LLC

“Focus of all our advice begins with financial planning to identify your standards of living and quality of life expectations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Business owners

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
39
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$37,726,459
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
285241
Website
financiallifedesigns.net (opens in new tab)
Phone
(407) 590-9372

Other planners in Lake Mary that publish fees

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