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
- Phone
- (305) 586-4006
Can advise clients in 2 states: Florida, Washington
Other planners in Tampa that publish fees
- Aft Financial PlanningTampa$300/hr, $1,500-$5,000
- American Family Legacy GroupTampa$300/hr
- Blade FinancialTampa$275/hr, $1,000-$2,500
- Brightwater Advisory, LLCTampa$200-$400/hr, $400-$3,000
- Caliber Wealth AdvisoryTampa$500-$10,000, $100-$750/mo
- Code Waechter LLCTampa$750-$6,000
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.