Ladin Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“AND CONSULTING Financial Planning and Consulting Services are available to all clients on either a negotiable hourly fee of $250 per hour or a flat fee ranging between $775 and $13,000.”

Flat or project fee

$775⁠-⁠$13,000

From the same sentence as above.

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

How Ladin Financial Group, Inc. bills

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

• “Payment is due in two (2) payments: ½ is due upon inception of the engagement with the balance upon delivery of completed plan.”
• “Client may cancel within five (5) business days of signing the Agreement for a full refund.”
• “Outside Managed Accounts For accounts that are managed by an outside manager, fees are generally charged by LFG in arrears based on the average daily balance during the applicable period at a rate negotiated on a case by case basis depending on the engagement.”

How Ladin Financial Group, Inc.’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.
• None of the 7 other planners in Coral Gables that publish an hourly rate charge less.
• Its flat or project fee of $775-$13,000 spans the Florida median of $4,900. 70% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Coral Gables that publish a flat or project fee charge less.

About Ladin Financial Group, Inc.

• Principal: Michael L. Ladin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

2% a year

Clients

48

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and selecting other advisers

Assets managed

$12,950,927

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168691

Website

instagram.com/ladintaxandfinancialgroup (opens in new tab)

Phone

(305) 444-4898

Other planners in Coral Gables that publish fees

• Ascent Wealth Management Group, LLCCoral Gables$500/hr
• Azzendo Wealth AdvisorsCoral Gables$750/hr, $7,500⁠-⁠$25,000
• Entelevest, LLCCoral Gables$5,000⁠-⁠$20,000
• Ethos Private WealthCoral Gables$100⁠-⁠$400/hr
• Family and Money MattersCoral Gables$350/hr, $5,000
• Kirtland Financial Management, Inc.Coral Gables$250/hr

Compare all 24 planners in Coral Gables