Golden Reed Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for Consultation Services are offered based on an hourly fee of $250.”

Flat or project fee

$2,500⁠-⁠$10,000

“Fees for a Full Financial Plan are offered based on a fixed fee ranging from $2,500 to $10,000.”

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

How Golden Reed Wealth Management, LLC 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 previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

How Golden Reed Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Florida median of $4,900. 67% of the 320 other Florida planners that publish a flat or project fee charge less.

About Golden Reed Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• 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

1.25% a year

Clients

12

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$1,282,009

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340673

Phone

(352) 703-0129

Other planners in Ocala that publish fees

• Kiefer Financial Advising LLCOcala$300⁠-⁠$500/qtr
• Private Client Services Group, LLCOcala$200/hr
• Zinnia Wealth Advisory, LLCOcala$20,000/yr
• 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

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