Lake Water Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,200⁠-⁠$8,000

“Lake Water Advisory offers financial planning services for a fixed engagement fee ranging from $3,200 to $8,000 per engagement.”

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

How Lake Water Advisory, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Retirement Plan Advisory Services Retirement plan advisory fees are paid monthly or quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement.”

How Lake Water Advisory, LLC’s fees compare

• Its flat or project fee of $3,200-$8,000 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.
• 6 of the 12 other planners in Sarasota that publish a flat or project fee charge less.

About Lake Water Advisory, LLC

• Firm size: 3 employees.
• Founded: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

97

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$82,579,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327854

Website

lakewatercap.com (opens in new tab)

Phone

(941) 587-1466

Can advise clients in 2 states: Florida, New York

Other planners in Sarasota that publish fees

• Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
• Benzina Wealth, LLCSarasota$6,000⁠-⁠$12,000/yr
• Campbell Wealth Advisors, LLCSarasota$5,000⁠-⁠$50,000, $5,000⁠-⁠$50,000/yr
• Clarity Financial DesignSarasota$2,500⁠-⁠$10,000, $450⁠-⁠$1,500/qtr
• CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
• Echelon Virtual Family Office, LLCSarasota$50,000

Compare all 42 planners in Sarasota