Made Financial Design fees and pricing
Financial planner in Land O Lakes, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Made Financial Design charges $300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $1,500-$5,000
“Ongoing Financial Planning MADE collects an initial fee of $1,500 - $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Made Financial Design bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Upon delivery of the financial plan, we charge a recurring annual fee of $3,000 - $12,000 for Ongoing Financial Planning.”
How Made Financial Design’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.
About Made Financial Design
- Principal: Matthew Ferrell
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- 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
- 2% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $3,185,709
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333520
- Phone
- (656) 222-1252
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.