LVR Research, LLC fees
Financial planner in Delray Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 13, 2026, LVR Research, LLC (Delray Beach, FL) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Florida median of $300; 10% of the 188 other planners in Florida that publish an hourly rate charge less. None of the 3 other planners in Delray Beach charge less.
“Our fee for portfolio consulting services is based on our hourly rate of $200 subject to negotiation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2015 (11 years)
How LVR Research, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “Our fee for this service is billed and payable upon completion of services rendered.”
- “Our fee is negotiable depending on individual client circumstances.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 7
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $23.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 13, 2026
- CRD number
- 174438 (opens in new tab)
- Phone
- (561) 871-8446
Other planners in Delray Beach that publish fees
- Roath Capital AdvisoryDelray BeachHourly $250/hr, Quarterly $1,250/qtr
- Stillpoint WealthDelray BeachFlat $2,500-$25,000, Quarterly $1,875-$3,750/qtr
- Sundial Wealth LLCDelray BeachHourly $500/hr
- Zuraw FinancialDelray BeachHourly $200-$400/hr, Flat from $500
- Atlas Capital Advisory LLCDelray BeachHourly $150/hr, Flat $250-$5,000 2023 brochure
More planners in Florida that publish fees
- Wealth 73, LLCJacksonvilleFlat $4,200, Monthly $350-$500/mo
- Lighthouse FinancialSt. PetersburgHourly $120/hr
- Neptune WealthNaplesFlat $300-$3,000
- KitchenSink Financial Planning, LLCPensacolaHourly $450/hr, Monthly $250-$2,100/mo
- O'Grady Financial LLCTampaFlat $750-$3,000, Monthly $200-$600/mo
- Parrish Capital Advisors LLCCoral GablesHourly $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.