Non-Traditional Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$100⁠-⁠$300/hr

“Our generally consulting service will be offered at an hourly rate ranging from $100 to $300 for advice on a particular area of financial need.”

Flat or project fee

$400⁠-⁠$5,000

“Financial planning services are offered for a fixed fee ranging from $400 to $5,000 for the design of a financial plan.”

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

How Non-Traditional Wealth Management, LLC bills

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

• “After the one-year refund period has lapsed, it is understood that the financial planning services have been completely rendered and all fees have been earned – no refund will be made.”

How Non-Traditional Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$300 spans the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 5 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $400-$5,000 spans the Florida median of $4,900. 32% of the 320 other Florida planners that publish a flat or project fee charge less.
• 9 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Non-Traditional Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 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

2.4% a year

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151362

Website

nontwm.com (opens in new tab)

Phone

(407) 514-2671

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

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