Ibex Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“All clients and prospective clients should be guided accordingly. 5 FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable ranging from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope…”

Flat or project fee

$2,000⁠-⁠$15,000

From the same sentence as above.

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

How Ibex Wealth Advisors, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Upon termination, the Registrant shall refund the pro-rated portion of the advisory fee paid in advance based upon the number of days remaining in the billing quarter. 6 E.”

How Ibex Wealth Advisors, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Florida median of $288. 24% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$15,000 spans the Florida median of $4,900. 75% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

About Ibex Wealth Advisors, LLC

• Firm size: 10 employees.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

1.6% a year

Clients

869

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$1,284,279,818

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168674

Website

linkedin.com/in/andrerapoport2001 (opens in new tab)

Phone

(908) 849-4800

Can advise clients in 19 states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in West Palm Beach that publish fees

• Agnello Financial Group, Inc.West Palm Beach$250/hr
• Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
• Blue Marlin Advisors, LLCWest Palm Beach$400⁠-⁠$500, $200⁠-⁠$350/mo
• Blue Ocean CapitalWest Palm Beach$100⁠-⁠$300/hr
• Capital Asset Management Group, Inc.West Palm Beach$300/hr
• FacetWest Palm Beach$2,600⁠-⁠$10,000/yr

Compare all 21 planners in West Palm Beach