Meeks Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“Such fee will be a fixed fee not to exceed $500.”

Quarterly fee

$625/qtr

“This fee will be billed at the beginning of each calendar quarter ($625 per quarter) starting with the first calendar quarter after the anniversary of when the financial plan was completed.”

Annual fee

$2,500/yr

“The annual review fee will not exceed $2,500 annually.”

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

How Meeks Capital LLC bills

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

• “Billing Your account will be billed a blended fee monthly in arrears based on the aggregate, fair market value for the portion of your portfolio that fall within each tier of our fee schedule.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan.”
• “If you desire only modular planning – review, analysis and evaluation of a core area of financial need – the fee will be billed at our hourly rate not to exceed $25010.”

How Meeks Capital LLC’s fees compare

• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 8 other planners in Winter Park that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the Florida median of $4,800. 30% of the 97 other Florida planners that publish an annual fee charge less.
• 1 of the 2 other planners in Winter Park that publish an annual fee charge less.

About Meeks Capital LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Business owners

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

1.1% a year

Clients

71

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$28,644,147

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298773

Website

meekscapital.com (opens in new tab)

Phone

(407) 494-5439

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr

Compare all 19 planners in Winter Park