New Era Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Financial Planning Project-Based Financial Planning Fees for Project-Based Financial Planning engagements range between $500 - $5,000.”

Monthly fee

$100⁠-⁠$1,500/mo

“Ongoing Financial Planning Ongoing Financial Planning will consist of an upfront charge of up to $2,500 depending on complexity, and an ongoing flat fee that is paid monthly, in arrears, at the rate of $100-$1,500 per month.”

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

How New Era Advisory bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How New Era Advisory’s fees compare

• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 10 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About New Era Advisory

• Principal: Goretti Garcia
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.6% a year

Clients

44

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$17,636,871

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319711

Website

newera-advisory.com (opens in new tab)

Phone

(407) 440-4306

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

Compare all 44 planners in Orlando