Goar, Endriss & Walker, P.A. fees and pricing
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Goar, Endriss & Walker, P.A. charges $130-$284 an hour and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $130-$284/hr
“Hourly rates range from $130 - $284 per hour depending on the personnel involved.”
- Annual fee
- $6,000/yr
“The minimum retainer fee is $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Goar, Endriss & Walker, P.A. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee for this retainer arrangement is due quarterly in arrears.”
How Goar, Endriss & Walker, P.A.’s fees compare
- Its hourly rate of $130-$284 is below the Florida median of $288. 23% of the 372 other Florida planners that publish an hourly rate charge less.
- 5 of the 14 other planners in Sarasota that publish an hourly rate charge less.
- Its annual fee of $6,000 is above the Florida median of $4,800. 57% of the 97 other Florida planners that publish an annual fee charge less.
- 4 of the 7 other planners in Sarasota that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Goar, Endriss & Walker, P.A.
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1996 (30 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 8
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $26,000,401
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142160
- Phone
- (941) 366-6380
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.