Iq Retirement Portfolios LLC fees and pricing
Financial planner in St. Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 26, 2025, Iq Retirement Portfolios LLC charges $500 an hour and an annual fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 26, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“CFP® hourly rates are billed at $500 per hour.”
- Annual fee
- $1,500/yr
“Fixed fee basis Range from $1,500 per year for 3 hour financial planning phone consultation to Full Retirement Plan costing up to $25,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iq Retirement Portfolios LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Receive approval by the CFP Board, which requires passing an extensive background check and that the certificant adhere to a code of ethics.”
How Iq Retirement Portfolios LLC’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 10 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
- Its annual fee of $1,500 is below the Florida median of $4,800. 18% of the 97 other Florida planners that publish an annual fee charge less.
About Iq Retirement Portfolios LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 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
- 0.1% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308294
- Phone
- (800) 325-1833
Other planners in St. Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Avid PlanningSt. Petersburg$286-$572/hr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000-$10,000
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.