Ideas in Finance fees

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

According to its Form ADV Part 2A brochure dated March 24, 2026, Ideas in Finance (Boca Raton, FL) charges up to $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.

Hourly rate: Up to $500/hr; Can go up to $500; the Florida median is $300.; “Hourly fees range up to $500.”

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.

“The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”

How the firm is paid: Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients: 15
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $11 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of March 24, 2026
CRD number: 174284 (opens in new tab)
Phone: (561) 212-6336

Is something on this page wrong or out of date?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