New Perspective Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“We may also charge a fee of $200.00 per hour that will be billed upon the completion of the plan.”

Flat or project fee

$1,000

“The Firm may provide a comprehensive financial plan for a fixed fee of $1,000-2,500, which are negotiable depending upon the nature and complexity of the client's circumstances.”

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

How New Perspective Wealth Management bills

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

• “Fees are not collected for services to be performed more than six months in advance.”
• “No portion of such fees are payable to New Perspective Wealth Management.”
• “If this agreement is terminated within five business days of inception, the client is entitled to a full refund of any pre-paid Advisory Fees.”

How New Perspective Wealth Management’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Florida median of $4,900. 8% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.

About New Perspective Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

1.1% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,050,920

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314562

Website

newperspectivewealth.com (opens in new tab)

Phone

(816) 729-2753

Can advise clients in 2 states: Florida, Missouri

Other planners in St. Petersburg that publish fees

• Advisorplanner, LLCSt. Petersburg$500/hr, $700⁠-⁠$900/yr
• Avid PlanningSt. Petersburg$286⁠-⁠$572/hr
• Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
• Burkart Financial Group, Inc.St. Petersburg$200⁠-⁠$350/hr, $500⁠-⁠$3,500
• Cyndeo Wealth PartnersSt. Petersburg$350⁠-⁠$500/hr, $2,500⁠-⁠$25,000
• Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000⁠-⁠$10,000

Compare all 22 planners in St. Petersburg