Methodica Investment Management LLC fees
Financial planner in Aventura, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Methodica Investment Management LLC (Aventura, FL) charges $300-$500 an hour and a flat or project fee of $1,000-$4,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change.
- Hourly rate
- $300-
$500/hr Starts at the Florida median of $300 and runs above it.
“Financial Planning fee is an hourly rate between $300.00 and $500.00 per hour, depending on complexity.”
- Flat or project fee
- $1,000-
$4,000 Below the Florida median of $4,200; 25% of the 160 other planners in Florida that publish a flat or project fee charge less. 1 of the 4 other planners in Aventura charges less.
“The fixed fee can range between $1,000.00 and $4,000.00.”
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
- 2017 (9 years)
How Methodica Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
- “Our performance-based fees are based on the “Hurdle Rate Method.” This type of fee arrangement is only available to qualified clients and may be negotiable in certain cases. “Qualified Client” is further defined in Item 6 of this brochure.”
About Methodica Investment Management LLC
- Principal: Federico Flom
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 53
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $28.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 9, 2026
- CRD number
- 288680 (opens in new tab)
- Phone
- (917) 794-6646
Other planners in Aventura that publish fees
- Build Financial Advisors, LLCAventuraHourly $185-$300/hr, Flat $300-$5,000
- Cardone Wealth AdvisorsAventuraHourly $500/hr, Flat $4,800
- Omnia Family Wealth, LLCAventuraFlat $10,000-$100,000
- Teradime Financial LLCAventuraHourly up to $300/hr, Flat $900-$3,000
- The Financial Pharmacist, Inc.AventuraHourly $100/hr, Flat $750 2023 brochure
More planners in Florida that publish fees
- Forza Wealth ManagementSarasotaHourly $250/hr, Flat from $2,500
- American Family Legacy GroupTampaHourly $300/hr
- Together PlanningGainesvilleHourly $300/hr
- Investing Forever AdvisoryPort St. LucieFlat $600-$15,000
- Ethos Private WealthCoral GablesHourly $100-$400/hr
- CEG Wealth Partners, LLCWellingtonHourly $350/hr
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.