Global Financial Private Client fees and pricing
Financial planner in Sarasota, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Global Financial Private Client charges $350-$575 an hour and a flat or project fee of $5,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$575/hr
“Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis, and from $350 to $575 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $5,000-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Global Financial Private Client bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the value of the client’s account as of the last business day of the previous quarter.”
- “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based market value of the assets under management on the last business day of the previous quarter.”
How Global Financial Private Client’s fees compare
- Its hourly rate of $350-$575 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 12 of the 14 other planners in Sarasota that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$25,000 is above the Florida median of $4,900. 88% of the 320 other Florida planners that publish a flat or project fee charge less.
- 9 of the 12 other planners in Sarasota that publish a flat or project fee charge less.
About Global Financial Private Client
“The Registrant also provides retirement plan consulting/man”
- Firm size: 6 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 2.5% a year
- Clients
- 140
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $828,334,313
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290006
- Phone
- (941) 441-1624
Can advise clients in 6 states: California, Florida, North Carolina, New Hampshire, Texas, Virginia
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
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.