Orr Financial, LLC fees and pricing

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2026, Orr Financial, LLC charges $150 an hour for financial planning.

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: $150/hr; “Financial planning services are offered on an hourly rate not to exceed $150 for the initial engagement.”

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

“Billing You will be billed quarterly in advance based on the above fee arrangement.”
“Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan8. 7 8 Rarely will a fee exceed those costs outlined in the Agreement.”
“If you have prepaid any fees, such un-earned fees will be returned on a pro-rata basis.”

Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
1 of the 20 other planners in Tampa that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2001 (25 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $5,196,581
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 139553
Website: orrfinancial.com (opens in new tab)
Phone: (813) 731-1964

Is something on this page wrong or out of date?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.