Owenwise Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$195/hr

“As a fixed fee, typically ranging from $1,000 to $5,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $195 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

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

How Owenwise Financial LLC bills

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

• “Clients will be invoiced in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client’s account at the end of the previous quarter.”
• “All financial planning and consulting fees are due in arrears, upon presentation of the invoice for the financial plan or consulting engagement for the client.”
• “Clients will be invoiced in arrears at the end of each calendar quarter based upon the value (market value or fair market 10 OwenWise Financial LLC value in the absence of market value) of the client’s account at the end of the previous quarter.”

How Owenwise Financial LLC’s fees compare

• Its hourly rate of $195 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
• 11 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Owenwise Financial 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: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156481

Website

twitter.com/OWFinancial (opens in new tab)

Phone

(407) 383-9075

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

Compare all 44 planners in Orlando