Marketstrats, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate will be $250 per hour, which may be negotiable depending on the complexity of the project.”

Flat or project fee

$1,000⁠-⁠$6,000

“Depending on the complexity of the project, the generally negotiable fee can range between $1,000 and $6,000.”

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

How Marketstrats, LLC bills

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

• “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.”
• “When onboarding, fees are pro-rata based on the full inception balance and the days remaining in quarter.”
• “Clients may terminate the agreement without penalty for a full refund of MS's fees within five business days of signing the Investment Advisory Contract.”

How Marketstrats, 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 $1,000-$6,000 spans the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.

About Marketstrats, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning

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% a year

Clients

71

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$52,402,228

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286420

Website

feeonlynetwork.com/financial-advisor/keith-finkelstein (opens in new tab)

Phone

(239) 470-6489

Can advise clients in 2 states: Florida, Michigan

Other planners in Cape Coral that publish fees

• Legacy Wealth Management, Inc.Cape Coral$300/hr
• 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

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