Financial Planning Office of Stephen Overstreet, P.A. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly rate is $150, unless the Advisor and client agree to a flat fee for such additional services.”

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

How Financial Planning Office of Stephen Overstreet, P.A. bills

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

• “The scope of the financial plan and fees are negotiable.”
• “Financial plan updates for follow-on years are also negotiable with typical fees running between $1000 and $2000.”
• “Should a client terminate his or her engagement of our firm during the engagement year, for any reason, the fee for such a period is prorated and the pro rata unearned amount is refunded to the client.”

How Financial Planning Office of Stephen Overstreet, P.A.’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Winter Park that publish an hourly rate charge less.

About Financial Planning Office of Stephen Overstreet, P.A.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 1996 (30 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

0.6% a year

Minimum

No minimum stated in brochure

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$38,963,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141636

Phone

(321) 972-4690

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr

Compare all 19 planners in Winter Park