Mendoza Private Wealth fees and pricing
Financial planner in North Miami, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, Mendoza Private Wealth charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The Advisor’s hourly fee will be billed at a rate of $500 per hour, but may be negotiated in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mendoza Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice at the beginning of each quarter.”
- “The Advisor’s hourly fees will be negotiated and agreed upon by the parties in advance.”
How Mendoza Private Wealth’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
About Mendoza Private Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.5% a year
- Clients
- 53
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $101,369,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329126
- Phone
- (305) 503-5133
Other planners in Florida that publish fees
- 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
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date?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.