Lighthouse Retirement fees and pricing
Financial planner in Ponte Vedra, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Lighthouse Retirement charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“If a client maintains less than $500,000 of assets under management, and fees are otherwise less than $1,000 annually, the Firm will typically assess an annual minimum fee of $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lighthouse Retirement bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Typically, unless instructed otherwise, each client account will be billed individually for its respective share of fees.”
- “Fees are negotiable and arrangements with any client can differ from those described above.”
- “However, as we utilize billing systems that are automated and require a date of termination to produce a pro-rata refund, you must provide written notification of termination with a prescribed termination date.”
How Lighthouse Retirement’s fees compare
- Its annual fee of $1,000 is below the Florida median of $4,800. 10% of the 97 other Florida planners that publish an annual fee charge less.
About Lighthouse Retirement
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 182
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $284,640,031
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147403
- Phone
- (772) 299-7169
Can advise clients in 3 states: Florida, Georgia, South Carolina
Other planners in Ponte Vedra that publish fees
- Caleo Capital N.A. LLCPonte Vedra$250/hr, $25,000/yr
- Crewson FinancialPonte Vedra$250/hr, $4,900
- Diablo Investment Advisors, LLCPonte Vedra$300/hr
- Highland Investment Advisors LLCPonte Vedra$3,500-$10,000, $175/mo
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.