Foliage Financial fees and pricing
Financial planner in Bonita Springs, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2026, Foliage Financial charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“The hourly rate is $225.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foliage Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
How Foliage Financial’s fees compare
- Its hourly rate of $225 is below the Florida median of $288. 24% of the 372 other Florida planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Bonita Springs that publish an hourly rate charge less.
About Foliage Financial
- Principal: Chelly Joseph
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 26
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $5,963,143
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335253
- Phone
- (239) 233-1395
Other planners in Bonita Springs that publish fees
- Genesis Wealth Planning, LLCBonita Springs$200/hr, $50-$10,000
- Nova Wealth Management, Inc.Bonita Springs$250/hr, $250/qtr
- Pelican Wealth Advisors, LLCBonita Springs$250/hr, $5,000
- Rinaldi Wealth Management, Inc.Bonita Springs$450-$5,000
- Sentinel Wealth IncBonita Springs$599/mo
- The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs$395/hr, $395-$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.