Lighthouse Financial fees and pricing

Financial planner in Saint Petersburg, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 2, 2026, Lighthouse Financial charges $120 an hour for financial planning.

Published fees

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

Hourly rate: $120/hr; “Fees associated with consulting services may be based on an hourly rate of $120 per hour.”

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

“Fees are prorated, if an investor is not a client for the full quarter.”
“Fees are billed and paid at the conclusion of each quarter.”
“Advisory fees may be invoiced and billed directly to the client with payments due quarterly.”

Its hourly rate of $120 is below the Florida median of $288. 3% of the 372 other Florida planners that publish an hourly rate charge less.

“We monitor the portfolios and provide ongoing investment management and financial planning guidance.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2023 (3 years).

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: 0.95% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 132
Employees: 1
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $755,605,026
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 137277
Website: lighthousefinancial.info (opens in new tab)
Phone: (727) 490-5797

Is something on this page wrong or out of date?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