GBS Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client or any earned fees will be due to GBS based on the hours of the work completed by GBS at a rate of $300 per hour.”

Flat or project fee

$2,000⁠-⁠$7,500

“3- GBS charges a negotiable fixed fee between $2,000 and $7,500 based on complexity and unique Client needs.”

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

How GBS Group bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the month.”
• “Fees for Solo 401(k)s will be billed quarterly in arrears based on the average daily balance.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”

How GBS Group’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$7,500 spans the Florida median of $4,900. 49% of the 320 other Florida planners that publish a flat or project fee charge less.

About GBS Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$461,532

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335904

Phone

(954) 231-3249

Can advise clients in 2 states: Florida, Texas

Other planners in Florida that publish fees

• 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
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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