Fortuna Investors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly fee for these services is $400 .”

Flat or project fee

$5,000

“The rate for creating client financial plans is $5,000.”

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

How Fortuna Investors LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of FIL's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Fortuna Investors LLC’s fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Jupiter that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Jupiter that publish a flat or project fee charge less.

About Fortuna Investors LLC

• Firm size: 4 employees.
• Founded: 2014 (12 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

1% a year

Clients

50

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,245,076

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

175072

Website

fortunainvestors.com (opens in new tab)

Phone

(646) 538-1949

Can advise clients in 2 states: California, Florida

Other planners in Jupiter that publish fees

• Bluewater Asset ManagementJupiter$5,000
• Boca Retirement Strategies Inc.Jupiter$250⁠-⁠$350/hr
• Cayside PartnersJupiter$500⁠-⁠$1,250/hr, $5,000⁠-⁠$25,000
• Foresight Financial AdvisoryJupiter$1,000⁠-⁠$5,000
• Giessel Wealth AdvisorsJupiter$2,000⁠-⁠$8,000, $18,000/yr
• Renew Family WealthJupiter$150⁠-⁠$250/hr, $1,500⁠-⁠$5,000

Compare all 13 planners in Jupiter