Financial Prescriptions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$220/hr

“Types of Fees and Payment Schedule Financial Planning and Consulting Services Financial Planning and Consulting services engagements are assessed on an hourly fee basis at $220 per hour in 15-minute increments; a partial increment is treated as a whole.”

Annual fee

$4,900/yr

“Our firm’s fee is limited to the first $700,000 and therefore will max out at $4,900 annually.”

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

How Financial Prescriptions, LLC bills

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

• “Fees may be discounted at the discretion of our firm but they are not negotiable.”
• “Financial planning fees are typically paid by check.”
• “Payment requests for our advisory fees will be preceded by our invoice.”

How Financial Prescriptions, LLC’s fees compare

• Its hourly rate of $220 is below the Florida median of $288. 23% of the 372 other Florida planners that publish an hourly rate charge less.
• Its annual fee of $4,900 is above the Florida median of $4,800. 52% of the 97 other Florida planners that publish an annual fee charge less.

About Financial Prescriptions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2015 (11 years).

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

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$12,809,018

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172388

Phone

(904) 372-0067

Can advise clients in 2 states: Florida, North Carolina

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

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