Livingston Financial Planning, Inc. fees and pricing
Financial planner in Santa Rosa Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Livingston Financial Planning, Inc. charges $285 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $285/hr
“Effective April 1, 2025, our hourly billing rate is $285 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Livingston Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for our services may be negotiable at the discretion of our firm principal.”
- “Any engagement fees or project balances are due and payable upon delivery of your plan or our advice.”
- “Retainer clients will be responsible for a pro-rata portion of their fee.”
How Livingston Financial Planning, Inc.’s fees compare
- Its hourly rate of $285 is below the Florida median of $288. 50% of the 372 other Florida planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Livingston Financial Planning, Inc.
“Livingston Financial Planning, Inc. is a Florida-domiciled registered investment advisor that provides feeonly financial planning and consultation as well as investment management services.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 15
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,687,305
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128246
- Phone
- (850) 267-1068
Other planners in Florida that publish fees
- 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
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.