Juth Investment Advisory fees
Financial planner in Naples, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 7, 2026, Juth Investment Advisory (Naples, FL) charges a flat or project fee of $2,000 for financial planning.
- Website: juthinvestmentadvisory.com (opens in new tab)
- Call (239) 841-9917
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2026. Fees can change.
- Flat or project fee
- $2,000
Below the Naples median of $4,125; 1 of the 7 other planners in Naples that publish a flat or project fee charges less. Below the Florida median of $4,200; 22% of the 160 other planners in Florida charge less.
“$2,000, payable before plan preparation begins.”
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
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- 2 employees
- Registered since
- 2025
How Juth Investment Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is non-negotiable, but the Firm reserves the right to waive this fee at its sole discretion for any client.”
- “Advisory fees are billed monthly in arrears.”
- “Clients will be notified at least 30 days in advance of any fee changes.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 7, 2026
- CRD number
- 337572 (opens in new tab)
- Phone
- (239) 841-9917
Registered in 3 states: Florida, New Jersey, New York
Other planners in Naples that publish fees
- Lodestar Advisory Group, LLCNaplesHourly up to $450/hr, Flat $3,000-$6,000
- Persico Asset ManagementNaplesHourly $325/hr, Flat $1,000-$5,000
- Gap Financial Counseling Corp.NaplesHourly $240-$480/hr
- Moran Wealth Management, LLCNaplesHourly $100/hr
- Local Wealth AdvisorsNaplesFlat $1,600-$10,000, Quarterly $3,000-$15,000/qtr
- Neptune WealthNaplesFlat $300-$3,000
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.