Lat Wealth Financial Advisors fees and pricing
Financial planner in Clearwater, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, Lat Wealth Financial Advisors charges an annual fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000-$5,000/yr
“This assessment typically ranges between $1,000 - $5,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lat Wealth Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is systematically calculated and billed annually, deducted monthly.”
- “This invoice explicitly delineates the mathematical formula utilized for the fee calculation, the specific asset valuation upon which the fee was assessed, and the chronological period covered by the billing cycle.”
- “In scenarios where fees are assessed in advance, the Firm will calculate and issue a prorated refund representing the unearned portion of the fee, based on the residual days in the billing quarter.”
How Lat Wealth Financial Advisors’ fees compare
- Its annual fee of $1,000-$5,000 spans the Florida median of $4,800. 35% of the 97 other Florida planners that publish an annual fee charge less.
About Lat Wealth Financial Advisors
“Comprehensive financial planning serves as the foundational mechanism—the strategic vanguard—of the Firm's advisory framework.”
- Firm size: 10 employees.
- Founded: 2025.
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
- Employees
- 10
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342454
- Phone
- (727) 831-1911
Other planners in Clearwater that publish fees
- Asset Management Financial Services Inc.Clearwater$175/hr, $625/qtr
- Flaharty Asset Management, LLCClearwater$350/hr
- Shepherds of CapitalClearwater$1,500-$5,000
- Successful Portfolios LLCClearwater$300/hr
- Unify Financial AdvisorsClearwater$200/hr
- Vardell Strategies LLCClearwater$50-$250/hr
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.