Ocean Breeze Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Financial Planning fee is an hourly rate between $250 and $500 per hour, depending on complexity and scope of the engagement.”

Flat or project fee

$1,500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500 and an ongoing fee that is paid monthly, in advance, at the rate of $250 per month.”

Monthly fee

$250/mo

From the same sentence as above.

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

How Ocean Breeze Wealth LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”

How Ocean Breeze Wealth LLC’s fees compare

• Its hourly rate of $250-$500 spans the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.

About Ocean Breeze Wealth LLC

• Principal: Andrew Prescott
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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% a year

Clients

24

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$34,773,062

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292434

Website

oceanbreezewealth.com (opens in new tab)

Phone

(301) 247-3354

Can advise clients in 2 states: Florida, New York

Other planners in Winter Garden that publish fees

• Florida Financial Planning LLCWinter Garden$2,400, $6,000/yr
• The Life Wealth GroupWinter Garden$350/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
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 4 planners in Winter Garden