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
- Phone
- (954) 384-5292
Other planners in Sunrise that publish fees
- Asset Protection GroupSunrise$250/hr, $2,500
- Neil Jesani Wealth ManagementSunrise$250/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
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.