Lowry Financial Advisors fees and pricing
Financial planner in Tioga, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Lowry Financial Advisors charges $450 an hour and a flat or project fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our standard fee is at a rate not to exceed $450 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced.”
- Flat or project fee
- $500-$20,000
“If a fixed fee is negotiated, the typical fee will range from $500 to $20,000 in most cases.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lowry Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested and staff resources.”
- “In some cases, this retainer fee may be negotiable at the sole discretion of Lowry Financial, based on the services provided, or your unique circumstances.”
- “We will invoice you, or in certain cases, debit your account at the end of each month (or other agreed upon time) for payment of the annual retainer fee.”
How Lowry Financial Advisors’ fees compare
- Its hourly rate of $450 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$20,000 spans the Florida median of $4,900. 79% of the 320 other Florida planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lowry Financial Advisors
“The financial planning process will begin with an initial complimentary consultation to assess if we can help you with your specific needs.”
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132786
- Phone
- (352) 333-7990
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.