Financial Planning Services, Inc. fees and pricing
Financial planner in Fort Lauderdale, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 17, 2026, Financial Planning Services, Inc. charges a flat or project fee of $2,500-$15,000 and an annual fee of $3,775 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$15,000
“For Level 1 planning, we charge a fixed fee that ranges from $2,500 to $15,000.”
- Annual fee
- $3,775/yr
“This fee is subject to a minimum annual fee of $3,775.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Planning Services, Inc.’s fees compare
- Its flat or project fee of $2,500-$15,000 spans the Florida median of $4,900. 76% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Fort Lauderdale that publish a flat or project fee charge less.
- Its annual fee of $3,775 is below the Florida median of $4,800. 45% of the 97 other Florida planners that publish an annual fee charge less.
About Financial Planning Services, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 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
- Clients
- 17
- 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
- $20,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311146
- Phone
- (954) 526-8339
Can advise clients in 2 states: Florida, North Carolina
Other planners in Fort Lauderdale that publish fees
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Elderkin Wealth Management LLCFort Lauderdale$250/hr
- Green Musa Capital, LLCFort Lauderdale$200-$1,000/hr
- Horowitz & Company, Inc.Fort Lauderdale$250/hr, $500
- Palisades Hudson Asset Management, L.P.Fort Lauderdale$416/mo
- Rosenberg Wealth Management LLCFort Lauderdale$2,500-$5,000
Is something on this page wrong or out of date?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.