Lodestar Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“We charge either a fixed fee for financial planning services generally ranging between $800 and $5,000 or an hourly fee of $400 per hour.”

Flat or project fee

$800⁠-⁠$5,000

From the same sentence as above.

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

How Lodestar Advisory Group, LLC bills

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

• “Please refer to the "Advisory Business" section in this Brochure for information on our advisory fees, fee deduction arrangements, and refund policy according to each service we offer.”
• “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
• “For Financial Planning services, fees are paid by check.”

How Lodestar Advisory Group, LLC’s fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 8 of the 10 other planners in Naples that publish an hourly rate charge less.
• Its flat or project fee of $800-$5,000 spans the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Naples that publish a flat or project fee charge less.

About Lodestar Advisory Group, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

162

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$92,519,935

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

127591

Website

twitter.com/georgekiraly (opens in new tab)

Phone

(239) 325-5110

Can advise clients in 3 states: California, Florida, New Jersey

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Mandarin AdvisersNaples$100⁠-⁠$250/hr, $6,695/qtr

Compare all 31 planners in Naples