Forza Wealth Management fees
Financial planner in Sarasota, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Forza Wealth Management (Sarasota, FL) charges $250 an hour and a flat or project fee from $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Sarasota median of $250; 3 of the 7 other planners in Sarasota that publish an hourly rate charge less. Below the Florida median of $300; 22% of the 188 other planners in Florida charge less.
“We charge an hourly fee of $250 for financial planning services subject to a minimum of $2,500 per engagement.”
- Flat or project fee
- From $2,500
Starts at $2,500; the Florida median is $4,200.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How Forza Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable depending on individual client circumstances.”
- “The quarterly fees are prorated for contributions and distributions.”
- “The fee is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 129
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $422 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 281075 (opens in new tab)
- Phone
- (941) 203-3748
Other planners in Sarasota that publish fees
- Global Vision Financial ServicesSarasotaHourly $150/hr
- Raymond Capital Advisors, LLCSarasotaHourly $250/hr
- Reality Financial Planning Services, LLCSarasotaHourly $175-$250/hr, Quarterly $75-$150/qtr
- Global Financial Private ClientSarasotaHourly $350-$575/hr, Flat $5,000-$25,000
- Greater FinancialSarasotaFlat $1,500-$3,000, Monthly $350-$2,000/mo
- Walters Strategic Advisors, LLCSarasotaFlat $2,000-$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.