Irving Street LLC fees
Financial planner in Pensacola, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 30, 2026, Irving Street LLC (Pensacola, FL) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 30, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Florida median of $300; 22% of the 188 other planners in Florida that publish an hourly rate charge less. 2 of the 4 other planners in Pensacola charge less.
“Hourly based planning services are charged at $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $500,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Irving Street LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If management begins after the start of a quarter, fees will be prorated based on the number of days the account was managed.”
- “The remainder of the fee is invoiced and payable upon final delivery of the written plan.”
- “If the advance deposit exceeds the hourly work performed, Irving Street will promptly refund the unearned portion to the Client.”
About Irving Street LLC
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 30, 2026
- CRD number
- 343099 (opens in new tab)
- Phone
- (850) 619-3506
Other planners in Pensacola that publish fees
- DNA Wealth Management LLCPensacolaHourly $150/hr, Flat $400-$2,000
- Financial Journey LLCPensacolaHourly $200/hr, Flat $300-$2,500
- KitchenSink Financial Planning, LLCPensacolaHourly $450/hr, Monthly $250-$2,100/mo
- Vitesse One Wealth LLCPensacolaHourly $350-$500/hr
- Kinetic FinancialPensacolaAnnual up to $35,000/yr 2025 brochure
More planners in Florida that publish fees
- BrightPath Financial, Inc.Deerfield BeachHourly $375/hr
- Truewater WealthPonte Vedra BeachHourly $200/hr, Flat up to $7,500
- Meridian 38 AdvisorsWestonHourly $200/hr, Flat $2,000-$5,000
- FDI Wealth Management, LLCMiamiHourly $250-$350/hr
- Ocean Breeze Wealth LLCWinter GardenHourly $250-$500/hr, Flat $1,500
- Life After Grief Financial PlanningOrlandoHourly $250-$1,000/hr, Flat $1,500-$15,000
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.