Neil Jesani Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance.”

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

How Neil Jesani Wealth Management 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 (for partial billing periods, the fee will be based upon the number of days the account was open during the billing period).”
• “Hourly fee-based clients are billed in advance, based upon the anticipated number of hours it will take to complete the financial plan or project.”
• “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial plan or project, the Advisor will refund to the client a prorata share of the fee the client paid within five business days.”

How Neil Jesani Wealth Management’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.
• None of the 2 other planners in Sunrise that publish an hourly rate charge less.

About Neil Jesani Wealth Management

• Firm size: 13 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.8% a year

Clients

74

Employees

13

Works with

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, and portfolio management for businesses and institutions

Assets managed

$194,218,472

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

322345

Website

facebook.com/NeilJesaniWM/?paipv=0&eav=AfbfI01U9txH_2foEUWtZhV_mSY7NT5MnjYlX3vkixnGcA-jxF5eVYzcHNIO_IRQlCo&_rdr (opens in new tab)

Phone

(954) 800-0460

Can advise clients in 9 states: California, Florida, Georgia, Illinois, Louisiana, Minnesota, New Jersey, New York, Texas

Other planners in Sunrise that publish fees

• Asset Protection GroupSunrise$250/hr, $2,500
• Lifecraft Wealth ManagementSunrise$250/hr, $500⁠-⁠$4,000
• 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

Compare all 4 planners in Sunrise