Giessel Wealth Advisors fees and pricing
Financial planner in Jupiter, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, Giessel Wealth Advisors charges a flat or project fee of $2,000-$8,000 and an annual fee of $18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$8,000
“Fixed fee rates range from $2,000 to $8,000.”
- Annual fee
- $18,000/yr
“The blended annual fee would be $18,000, and the actual quarterly fee would be determined by the following calculation:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Giessel Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Giessel Wealth Advisors’ fees compare
- Its flat or project fee of $2,000-$8,000 spans 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.
- Its annual fee of $18,000 is above the Florida median of $4,800. 86% of the 97 other Florida planners that publish an annual fee charge less.
About Giessel Wealth Advisors
- Principal: Jordan Giessel
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343415
- Phone
- (561) 475-5600
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
- Fortuna Investors LLCJupiter$400/hr, $5,000
- Renew Family WealthJupiter$150-$250/hr, $1,500-$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.