Green Vista Asset Management LLC fees and pricing

Financial planner in Winter Park, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Green Vista Asset Management LLC charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “We charge an hourly fee of $100.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

“The Adviser may also bill fees in advance as negotiated with each individual client.”
“Monthly management fees are billed based upon the average daily balance of the account(s) during the current billing period.”
“For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”

Its hourly rate of $100 is below the Florida median of $288. 1% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 9 other planners in Winter Park that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 58
Employees: 7
Works with: Individuals, high net worth individuals, and insurance companies
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $16,206,841
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 296855
Phone: (407) 878-1215

Is something on this page wrong or out of date?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.