Hale & Doerr Wealth Management LLC fees and pricing

Financial planner in Gulf Breeze, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 27, 2026, Hale & Doerr Wealth Management LLC charges $125⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$350/hr; “The negotiated hourly fee for these services is between $125 and $350.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of HDWML's fees within five business days of signing the Investment Advisory Contract.”
“Fees are negotiable and vary depending upon the complexity of the client situation and services to be provided.”

Its hourly rate of $125-$350 spans the Florida median of $288. 25% of the 372 other Florida planners 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: 1.55% a year
Clients: 185
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $47,490,760
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 301094
Website: haledoerr.com (opens in new tab)
Phone: (850) 934-4288

Can advise clients in 3 states: Alabama, Florida, Georgia

Is something on this page wrong or out of date?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