Lifecraft Wealth Management fees and pricing

Financial planner in Sunrise, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 9, 2026, Lifecraft Wealth Management charges $250 an hour and a flat or project fee of $500⁠-⁠$4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Hourly fees range up $250 per hour.”
Flat or project fee
$500⁠-⁠$4,000
“Fixed fees range from $500 to $4,000.”

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

How Lifecraft Wealth Management bills

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

  • “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
  • “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.”

How Lifecraft Wealth Management’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 2 other planners in Sunrise that publish an hourly rate charge less.
  • Its flat or project fee of $500-$4,000 is below the Florida median of $4,900. 24% of the 320 other Florida planners that publish a flat or project fee charge less.

About Lifecraft Wealth Management

  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2013 (13 years).

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
1.3% a year
Clients
124
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$72,550,432
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329797
Website
lifecraftwealth.com (opens in new tab)
Phone
(954) 384-5292

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Is something on this page wrong or out of date?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.