Florida Estate and Retirement Planning Advisors, LLC fees and pricing
Financial planner in Dunedin, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Florida Estate and Retirement Planning Advisors, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Florida Estate and Retirement Planning Advisors, LLC charges a negotiable hourly rate of $150 for financial planning and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Florida Estate and Retirement Planning Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In such cases, Florida Estate and Retirement Planning Advisors, LLC will notify you in advance and request that you approve the additional fee.”
- “Clients may terminate advisory services with five (5) business days written notice for a full refund.”
- “If client terminates advisory services after five (5) business days the client will be issued a pro-rata refund based on the work that has been completed.”
How Florida Estate and Retirement Planning Advisors, LLC’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.
About Florida Estate and Retirement Planning Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.35% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226751
- Phone
- (786) 350-1017
Other planners in Dunedin that publish fees
- Client 1ST Advisory GroupDunedin$350/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.