Insurawealth, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated April 2, 2026, Insurawealth, LLC charges $250 an hour and a monthly fee of $50 for financial planning.

Published fees

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

Hourly rate
$250/hr
“The Financial Planning fee is charged at an hourly rate of $250.00 per hour.”
Monthly fee
$50/mo
“Financial Planning consists of an ongoing fee that is paid monthly, in advance, at $50 per month.”

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

How Insurawealth, LLC bills

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

  • “The advisory fee is directly debited from client accounts, and at each occurrence, an invoice itemizing the fee will be delivered to the client.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”
  • “Since fees are paid in arrears, no rebate will be needed upon the termination of the account.”

How Insurawealth, LLC’s fees compare

  • Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
  • 6 of the 20 other planners in Tampa that publish an hourly rate charge less.

About Insurawealth, LLC

  • Principal: Emmanuel Jouve
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 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
2% a year
Clients
94
Employees
1
Works with
Individuals and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$17,134,757
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
284628
Website
insurawealth.com (opens in new tab)
Phone
(305) 586-4006

Can advise clients in 2 states: Florida, Washington

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Is something on this page wrong or out of date?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