Herndon Wealth Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at a rate of $250 per hour.”

Flat or project fee

$750

“The fee for the creation of a financial plan is typically $750.”

Annual fee

$4,000/yr

“The fixed annual fee for ongoing financial planning is typically $4,000.”

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

How Herndon Wealth Services Inc bills

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

• “Fees for this service may be paid by electronic funds transfer, check, debit card or credit card. 2.”
• “Ongoing financial planning fees are paid monthly or quarterly in advance.”
• “Fees for this service may be paid by electronic funds transfer, check, debit card or credit card. 3.”

How Herndon Wealth Services Inc’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 $750 is below the Florida median of $4,900. 6% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $4,000 is below the Florida median of $4,800. 46% of the 97 other Florida planners that publish an annual fee charge less.
• 3 of the 3 other planners in Vero Beach that publish an annual fee charge less.

About Herndon Wealth Services Inc

• Principal: Biran Herndon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313930

Phone

(772) 925-1063

Other planners in Vero Beach that publish fees

• Lulla Wealth FinancialVero Beach$2,500/yr
• Prosperity Path Advisers, LLCVero Beach$350/hr, $2,500⁠-⁠$7,500
• Treasure Coast Financial Planning, Inc.Vero Beach$1,450/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

Compare all 9 planners in Vero Beach