Maggi Investment Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$5,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs.”

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

How Maggi Investment Services, LLC bills

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

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “Fees are billed Quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”

How Maggi Investment Services, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.

About Maggi Investment Services, LLC

• Principal: Maggi Intermediate
• Firm size: 3 employees.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

3% a year

Clients

515

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$154,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156856

Website

maggifinancial.com (opens in new tab)

Phone

(727) 799-1701

Can advise clients in 6 states: Florida, Georgia, Illinois, Minnesota, Tennessee, Texas

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• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
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• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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