LDN Wealth, LLC fees and pricing
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, LDN Wealth, LLC charges $350 an hour and a flat or project fee of $1,000-$18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“LDN Wealth will estimate the approximate length of time based on an hourly rate of $350.”
- Flat or project fee
- $1,000-$18,000
“Fees for Advisory Services Initial Financial Planning Services LDN Wealth offers financial planning or consulting services on a fixed fee per engagement ranging from $1,000 to $18,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How LDN Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable based on the complexity of the work involved, the approximate length of time it will take to get through the process and the providers LDN Wealth has to work with.”
- “Generally, investment advisory fees are non-negotiable, except as noted below .”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How LDN Wealth, LLC’s fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- 15 of the 22 other planners in Orlando that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$18,000 spans the Florida median of $4,900. 77% of the 320 other Florida planners that publish a flat or project fee charge less.
- 19 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About LDN Wealth, LLC
“Wealth offers Financial Planning and Advisory services to individuals, high net worth individuals, trusts, and estates inthe State of Florida and other states (each referred to as a “Client”). Wealth provides customized, Financial Planning and Advisory for Clients.”
- Firm size: 5 employees.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
- Charitable giving
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
- 271
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, selecting other advisers, newsletters and publications, and other services
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175348
- Phone
- (407) 567-1945
Can advise clients in 16 states: California, Colorado, Connecticut, Florida, Georgia, Michigan, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/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.