Moran Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“These fees are negotiable, but are generally $100 per hour.”

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

How Moran Wealth Management, LLC bills

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

• “Fixed fees that are collected in advance will be refunded based on the prorated amount of work completed at the point of termination.”
• “For project-based services MWM requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How Moran Wealth Management, LLC’s fees compare

• Its hourly rate of $100 is below the Florida median of $288. 1% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 10 other planners in Naples that publish an hourly rate charge less.

About Moran Wealth Management, LLC

• Firm size: 56 employees.
• Registered as an adviser: 2022 (4 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

Clients

1,606

Employees

56

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

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

$5,095,822,670

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

319208

Website

instagram.com/moranwealth (opens in new tab)

Phone

(239) 920-4440

Can advise clients in 33 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

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

Compare all 31 planners in Naples