Firestone Capital Management Inc fees and pricing
Financial planner in South Miami, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Firestone Capital Management Inc charges $350 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our current hourly fee is $350 plus expenses.”
- Flat or project fee
- $1,000-$5,000
“A typical financial plan may cost from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Firestone Capital Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed and charged quarterly in advance, based on the value of your assets under management as of the final date of each calendar quarter.”
- “Partial period fees will be assessed pro-rata. 4 The fee percentages charged may vary based on the complexity of the account and may be negotiable.”
- “Fees paid in advance will be prorated to the date of termination and any unearned portion of the fee will be refunded to you.”
How Firestone Capital Management Inc’s fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
About Firestone Capital Management Inc
- Firm size: 7 employees.
- Registered as an adviser: 1991 (35 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
- 0.75% a year
- Clients
- 375
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $806,199,930
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106366
- Phone
- (305) 669-2119
Can advise clients in 17 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Virginia, Washington
Other planners in South Miami that publish fees
- Bridge Generations Wealth ManagementSouth Miami$500/hr
- 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
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.