PlannerFees

Icebridge Financial Group fees and pricing

Financial planner in Boca Raton, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 6, 2026, Icebridge Financial Group charges a flat or project fee of $3,500⁠-⁠$20,000 and an annual fee of $3,500⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,500⁠-⁠$20,000
“For one-time financial planning and consulting engagements, we typically charge fixed fees ranging from $3,500 $20,000 or hourly fees of up to $500 per hour.”
Annual fee
$3,500⁠-⁠$20,000/yr
“In these circumstances, we reserve the right to charge additional fees for these services which will be individually negotiated with the client and set forth in a written agreement. 8 FORM ADV PART 2A – FIRM BROCHURE ICEBRIDGE FINANCIAL GROUP , LLC Fees for Financial Planning and Consulting Services For ongoing…”

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

How Icebridge Financial Group bills

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

  • “All fees are negotiable and individual clients may pay fees that are higher or lower (or otherwise materially different) than those described in this brochure.”
  • “Fees for these services are payable to us quarterly or monthly in arrears.”
  • “Annual fixed fees are paid monthly in arrears on a pro-rated basis (i.e., 1/12 of the annual fixed fee is paid monthly).”

How Icebridge Financial Group’s fees compare

  • Its flat or project fee of $3,500-$20,000 spans the Florida median of $4,900. 83% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 2 of the 6 other planners in Boca Raton that publish a flat or project fee charge less.
  • Its annual fee of $3,500-$20,000 spans the Florida median of $4,800. 74% of the 97 other Florida planners that publish an annual fee charge less.
  • None of the 2 other planners in Boca Raton that publish an annual fee charge less.

About Icebridge Financial Group

“IFG’s objective is to provide individuals, families, corporations, and institutions with customized, objective, and comprehensive wealth management and financial planning advice designed to meet their unique goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • 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
Highest asset based fee in brochure
2% a year
Clients
18
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$70,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
323346
Website
twitter.com/IofeIFG (opens in new tab)
Phone
(561) 778-5060

Other planners in Boca Raton that publish fees

Compare all 33 planners in Boca Raton

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.