Greenline Wealth Management fees and pricing

Published fees

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

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$500⁠-⁠$300,000

“We may also charge on a fixed fee basis, in which case, our fees will range from $500-$300,000.”

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

How Greenline Wealth Management 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.”
• “Envestnet Fees are billed quarterly in advance.”

How Greenline Wealth Management’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 10 other planners in Boca Raton that publish an hourly rate charge less.
• Its flat or project fee of $500-$300,000 spans the Florida median of $4,900. 100% of the 320 other Florida planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Boca Raton that publish a flat or project fee charge less.

About Greenline Wealth Management

• Firm size: 7 employees.
• Founded: 2018 (8 years).

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

3% a year

Clients

234

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$116,970,119

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298397

Website

linkedin.com/company/greenline-wealth-management/about (opens in new tab)

Phone

(561) 405-6609

Can advise clients in 12 states: California, Florida, Illinois, Indiana, Kentucky, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Texas

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• CS Advisors Inc.Boca Raton$275⁠-⁠$500/hr
• Fiduciary Family Office, LLCBoca Raton$350⁠-⁠$600/hr, $30,000⁠-⁠$250,000
• Financial Connection, IncBoca Raton$250/qtr

Compare all 33 planners in Boca Raton