Gunn Financial Advisors, LLC fees and pricing
Financial planner in Safety Harbor, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Gunn Financial Advisors, LLC charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“GFA charges a negotiable fee of $2,500 for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gunn Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “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.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
How Gunn Financial Advisors, LLC’s fees compare
- Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
About Gunn Financial Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $3,963,499
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319331
- Phone
- (813) 575-0575
Other planners in Florida that publish fees
- 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
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date?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.