Mandarin Advisers fees and pricing
Financial planner in Naples, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Mandarin Advisers charges $100-$250 an hour and a quarterly fee of $6,695 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“$100.00-$250.00/hour Seminar/Workshop Fees $0-50.00/attendee Financial Planning fees vary depending on the complexity of the Clients needs and the use of outside experts(i.e.”
- Quarterly fee
- $6,695/qtr
“The quarterly fee would be $6,695 divided by 4, or $1,673.75.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mandarin Advisers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “For the first invoice, clients will be pro-rated for the remaining days of the quarter and billed in advanced.”
- “Client’s advisory fees are due quarterly in advance.”
How Mandarin Advisers’ fees compare
- Its hourly rate of $100-$250 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
- 3 of the 10 other planners in Naples that publish an hourly rate charge less.
About Mandarin Advisers
“We are dedicated to providing individuals and other types of clients with a wide variety of financial planning and investment advisory services.”
- Principal: Ari Schneider
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310354
- Phone
- (239) 404-6240
Other planners in Naples that publish fees
- Aventus Investment Advisors, Inc.Naples$300/hr, $1,000-$20,000
- Covato Capital Management, LLCNaples$50-$200/hr, $500-$2,000
- Evertern Wealth, LLCNaples$1,200/hr, $1,500-$10,000
- Gap Financial Counseling Corp.Naples$240-$480/hr
- Local Wealth AdvisorsNaples$1,600-$10,000
- Lodestar Advisory Group, LLCNaples$400/hr, $800-$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.