Lulla Wealth Financial fees and pricing
Financial planner in Vero Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Lulla Wealth Financial charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“The minimum annual flat fee a Client may pay for LULLA’s planning services is $2,500, billed on a quarterly basis in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lulla Wealth Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Wealth Management and Planning Services As noted above, clients may be billed for the planning services at either a flat fee or an hourly rate that is negotiated between LULLA and the client.”
- “For new accounts, the monthly fees are prorated for the initial month and paid at the time management activity begins.”
- “For new accounts, the quarterly fees are prorated for the initial quarter and paid at the time management activity begins.”
How Lulla Wealth Financial’s fees compare
- Its annual fee of $2,500 is below the Florida median of $4,800. 30% of the 97 other Florida planners that publish an annual fee charge less.
- 2 of the 3 other planners in Vero Beach that publish an annual fee charge less.
About Lulla Wealth Financial
- 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
- Retirement planning
- Estate planning
- Insurance analysis
- 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
- 1.5% a year
- Clients
- 77
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $17,810,368
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310592
- Phone
- (772) 257-9803
Other planners in Vero Beach that publish fees
- Herndon Wealth Services IncVero Beach$250/hr, $750
- Prosperity Path Advisers, LLCVero Beach$350/hr, $2,500-$7,500
- Treasure Coast Financial Planning, Inc.Vero Beach$1,450/yr
- 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
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.