Patina Financial Partners, LLC fees
Financial planner in Clearwater, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Patina Financial Partners, LLC (Clearwater, FL) charges a flat or project fee of $4,000-$6,000 for financial planning.
- Website: patinafinancialpartners.com (opens in new tab)
- Call (855) 356-1962
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change.
- Flat or project fee
- $4,000-
$6,000 Runs from below the Florida median of $4,200 to above it.
“Patina Financial offers financial planning services for a fixed engagement fee ranging from $4,000 to $6,000 per engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Patina Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid in arrears of each calendar quarter pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About Patina Financial Partners, LLC
- Founded: 2025.
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 12, 2026
- CRD number
- 339516 (opens in new tab)
- Phone
- (855) 356-1962
Other planners in Clearwater that publish fees
- Successful Portfolios LLCClearwaterHourly $300/hr
- Three Oaks Partners Investment Counsel LLCClearwaterHourly $250/hr, Flat $3,600
More planners in Florida that publish fees
- Family and Money MattersCoral GablesHourly $350/hr, Flat from $2,500
- Isgam Us LLCWest Palm BeachHourly $500/hr
- Servatus CapitalNaplesFlat $3,000-$15,000
- Privileged Planning Inc.Green Cove SpringsHourly $300/hr, Flat $2,000-$5,000
- Ideas in FinanceBoca RatonHourly up to $500/hr
- Kalorama Wealth Strategies, LLCOakland ParkHourly $250-$450/hr, Flat $1,500-$10,000
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.