Img Wealth Management, Inc. fees and pricing
Financial planner in Jacksonville, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 16, 2026, Img Wealth Management, Inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“AND CONSULTING IMG charges financial planning and consulting on a negotiable hourly rate of $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Img Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “The client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”
How Img Wealth Management, Inc.’s fees compare
- Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 16 other planners in Jacksonville that publish an hourly rate charge less.
About Img Wealth Management, Inc.
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2024 (2 years).
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
- 1.5% a year
- Clients
- 710
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $209,685,185
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285966
- Phone
- (904) 731-9955
Can advise clients in 4 states: Florida, Georgia, North Carolina, Texas
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Create Wealth Financial Planning LLCJacksonville$1,000
- Jacksonville Wealth ManagementJacksonville$100-$600/hr, $400-$7,500
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.