PlannerFees

LVS Advisory LLC fees and pricing

Financial planner in Melbourne, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, LVS Advisory LLC charges $100⁠-⁠$600 an hour and a flat or project fee of $2,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$600/hr
“Hourly fees can range between $100 and $600 per hour, depending on the project.”
Flat or project fee
$2,000⁠-⁠$20,000
“Fixed fees can range between $2,000 and $20,000 per project, depending on the nature and scope of the project.”

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

How LVS Advisory LLC bills

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

  • “These advisory fees are generally negotiable.”
  • “All fees will be supported by an invoice to the client itemizing the fee.”
  • “Fees are billed in arrears at the end of each calendar quarter based upon the market value of the assets in the client’s account.”

How LVS Advisory LLC’s fees compare

  • Its hourly rate of $100-$600 spans the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$20,000 spans the Florida median of $4,900. 82% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Melbourne that publish a flat or project fee charge less.

About LVS Advisory LLC

“Greater Wealth focused on providing financial planning services and administering passively managed investment portfolios.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
0.5% a year
Clients
41
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$22,300,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300488
Website
lvsadvisory.com (opens in new tab)
Phone
(980) 365-9847

Can advise clients in 2 states: Florida, New York

Other planners in Melbourne that publish fees

Compare all 9 planners in Melbourne

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.