PlannerFees

Investment Advisory Group LLC fees and pricing

Financial planner in Sarasota, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 5, 2026, Investment Advisory Group LLC charges $100⁠-⁠$300 an hour and an annual fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$300/hr
“Hourly fees range from $100 to $300 per hour.”
Annual fee
$500⁠-⁠$10,000/yr
“Fixed fees and annual retainer fees will typically range from $500 to $10,000 with a minimum fee of $500.”

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

How Investment Advisory Group LLC bills

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

  • “Investment management fees will be calculated when the initial dollar amount is received and prorated through the remainder of the initial quarter.”
  • “Investment management fees will be billed the beginning of each calendar quarter based on the closing market value of all assets in the Client’s account[s] at the end of the previous quarter.”
  • “Investment management fees are paid in advance of each calendar quarter.”

How Investment Advisory Group LLC’s fees compare

  • Its hourly rate of $100-$300 spans the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
  • 2 of the 14 other planners in Sarasota that publish an hourly rate charge less.
  • Its annual fee of $500-$10,000 spans the Florida median of $4,800. 56% of the 97 other Florida planners that publish an annual fee charge less.
  • 3 of the 7 other planners in Sarasota that publish an annual fee charge less.

About Investment Advisory Group LLC

“Investment Advisory Group serves as a financial planner on behalf of its Clients either as a component of investment management services or as a standalone service.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 10 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 1998 (28 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
1% a year
Minimum
$500 minimum fee (stated in brochure)
Clients
1,542
Employees
10
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$1,217,000,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
109445
Website
maritimewealthadvisors.com (opens in new tab)
Phone
(781) 826-1235

Can advise clients in 20 states: California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont

Other planners in Sarasota that publish fees

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