Flaharty Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The hourly charge is a maximum of $350 per hour and the flat fee rate may be up to $25,000.”

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

How Flaharty Asset Management, LLC bills

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

• “The quarterly fee payable shall be calculated as set forth in the Terms.”
• “Upon the effective date of termination, fees due to the client will be refunded on a prorated share, based on the remaining days of the quarter that have been prepaid.”
• “Upon presentation of a completed financial plan to the client, the Advisor will present an invoice reflecting the fees owed for services.”

How Flaharty Asset Management, LLC’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.
• 4 of the 4 other planners in Clearwater that publish an hourly rate charge less.

About Flaharty Asset Management, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2% a year

Clients

1,104

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$901,606,202

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168495

Website

facebook.com/flahartyassetmanagement (opens in new tab)

Phone

(727) 252-1050

Can advise clients in 22 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Clearwater that publish fees

• Asset Management Financial Services Inc.Clearwater$175/hr, $625/qtr
• Lat Wealth Financial AdvisorsClearwater$1,000⁠-⁠$5,000/yr
• Shepherds of CapitalClearwater$1,500⁠-⁠$5,000
• Successful Portfolios LLCClearwater$300/hr
• Unify Financial AdvisorsClearwater$200/hr
• Vardell Strategies LLCClearwater$50⁠-⁠$250/hr

Compare all 14 planners in Clearwater