FR Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“On an hourly basis of $150 - $250 per hour depending on the nature and complexity of each client’s circumstances. 2.”

Flat or project fee

$1,200⁠-⁠$5,000

“As a fixed fee, typically ranging from $1,200 to $5,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”

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

How FR Financial Advisors LLC bills

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

• “The balance is due upon completion of the plan.”
• “Fees are due and payable upon completion of the consulting service.”
• “Clients will be invoiced in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client's account at the end of the previous quarter.”

How FR Financial Advisors LLC’s fees compare

• Its hourly rate of $150-$250 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Coral Springs that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Coral Springs that publish a flat or project fee charge less.

About FR Financial Advisors LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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% a year

Minimum

No minimum stated in brochure

Clients

120

Employees

2

Works with

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

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 other services

Assets managed

$135,673,874

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135980

Website

fradv.com (opens in new tab)

Phone

(954) 755-0222

Other planners in Coral Springs that publish fees

• Client First Financial Advisors, LLCCoral Springs$250/hr, $5,000
• Kris Lewicki & Associates, LLCCoral Springs$250/hr
• Personal Financial Profiles IncCoral Springs$250/hr
• Safety of Principle Wealth Management, LLCCoral Springs$175/hr, $250⁠-⁠$2,500

Compare all 8 planners in Coral Springs