Mainstay Capital fees
Financial planner in Lakeland, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 9, 2026, Mainstay Capital (Lakeland, FL) charges $200 an hour and a monthly fee of $200 for financial planning.
- Website: mainstay-capital.com (opens in new tab)
- Call (813) 706-6063
- 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 January 9, 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. The one other planner in Lakeland charges more.
“Additional planning and advisory services beyond the prepaid plan are billed at $200 per hour.”
- Monthly fee
- $200/mo
“Annual Planning Hours 12 hours Annual Fee $2,400 ($200 monthly) In addition to the retainer fee program, our firm is compensated by advisory fees based upon a percentage of the client’s assets under management.”
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
- 2021 (5 years)
How Mainstay Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for any agreed upon educational seminars or workshops will be invoiced directly to the client within 48 hours after the event is completed.”
- “The invoice will reflect the actual time commitment of Mainstay Capital.”
- “Payment is due within 5 calendar days of the invoice being sent and can be paid by check or electronic funds transfer to Mainstay Capital LLC.”
About Mainstay Capital
“Mainstay Capital is a full-service wealth manager providing comprehensive financial planning as well as advising of 401(k), 403(b), 457, IRA, and management of 401k, IRA, and non-retirement accounts.”
- Principal: Marcus P. Miller
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 35
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $5.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 9, 2026
- CRD number
- 312352 (opens in new tab)
- Phone
- (813) 706-6063
Other planners in Lakeland that publish fees
- Capstone Wealth Management Corp.LakelandFlat $1,000-$5,000
- Wise Financial Strategies, LLCLakelandHourly $300/hr
More planners in Florida that publish fees
- Pelican Financial Planning and Wealth, PLLCJupiterFlat up to $10,000
- Vetoshko Wealth ManagementNorth PortHourly $225/hr, Flat $100-$3,000
- Irving Street LLCPensacolaHourly $250/hr
- Life Planning Partners, Inc.JacksonvilleHourly $200/hr
- Batman Wealth Management, LLCLake MaryHourly $250/hr, Flat $750
- Goar, Endriss & Walker, P.A.SarasotaHourly $130-$284/hr, Annual from $6,000/yr
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.