Mainland Financial fees
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Mainland Financial (Sarasota, FL) charges $650 an hour for financial planning.
- Website: mainlandfinancial.com (opens in new tab)
- Call (941) 306-3020
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change.
- Hourly rate
- $650/hr
Above the Sarasota median of $250; all 7 other planners in Sarasota that publish an hourly rate charge less. Above the Florida median of $300; 99% of the 188 other planners in Florida charge less.
“Fees are charged at a rate of $650 per hour.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab) and EA
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
How Mainland Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Overriding minimum fee is charged at the rate of $7,500 per quarter in arrears.”
- “For the first quarter a Client engages Mainland Financial or if a Client terminates the service during the quarter, the fee will be prorated for only those days that Mainland Financial rendered its services.”
- “This invoice will require payment within thirty days after the mailing date on the invoice.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 25
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $41.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 9, 2026
- CRD number
- 119667 (opens in new tab)
- Phone
- (941) 306-3020
Registered in 2 states: California, Florida
Other planners in Sarasota that publish fees
- Raymond Capital Advisors, LLCSarasotaHourly $250/hr
- Greater FinancialSarasotaFlat $1,500-$3,000, Monthly $350-$2,000/mo
- Forza Wealth ManagementSarasotaHourly $250/hr, Flat from $2,500
- Guardsman Private Capital Management, Inc.SarasotaAnnual $25,000/yr
- Goar, Endriss & Walker, P.A.SarasotaHourly $130-$284/hr, Annual from $6,000/yr
- Walters Strategic Advisors, LLCSarasotaFlat $2,000-$5,000
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.