Obsidian Wisdom fees and pricing
Financial planner in Fleming Island, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 5, 2026, Obsidian Wisdom charges an annual fee of $2,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$7,500/yr
“We are paid a fixed (“retainer”) fee for this service at the rate of $2,500 to $7,500 per year that is to be paid in equal quarterly installments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Obsidian Wisdom bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or preexisting relationships.”
- “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
- “We do not require a deposit at engagement, the entire fee is due at delivery of our invoice which coincides with the presentation of your plan.”
How Obsidian Wisdom’s fees compare
- Its annual fee of $2,500-$7,500 spans the Florida median of $4,800. 53% of the 97 other Florida planners that publish an annual fee charge less.
About Obsidian Wisdom
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
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
- 1.75% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310666
- Phone
- (561) 723-5366
Other planners in Fleming Island that publish fees
- Black Creek Wealth Management, LLCFleming Island$2,000
- Camarda Wealth Advisory GroupFleming Island$150-$1,000/hr, $500-$50,000
- Section Integrity Wealth ManagementFleming Island$250/hr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.