Hivest Financial LLC fees

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Hivest Financial LLC (Tampa, FL) charges up to $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.

Hourly rate: Up to $250/hr; Capped at $250, at or below the Tampa median of $300. Capped at $250, at or below the Florida median of $300.; “The negotiated hourly fee for these services is up to $250.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

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

“Clients may terminate the agreement without penalty, for full refund of HIVEST ’s fees, within five business days of signing the Financial Planning Agreement.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
“Hourly financial planning fees are paid in arrears upon completion.”

How the firm is paid: Hourly fees and a percentage of assets under management
Clients: 8
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $7.7 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of March 31, 2026
CRD number: 286199 (opens in new tab)
Website: hivestfinancial.com (opens in new tab)
Phone: (312) 282-7877

Is something on this page wrong or out of date?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