Personal Asset Management fees and pricing
Financial planner in St Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 14, 2026, Personal Asset Management charges $280 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $280/hr
“Fees associated with consulting services may be based on an hourly rate ($280 per hour), a fixed fee, or on retainer basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Personal Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are sometimes negotiable, and clients may pay different amount based on their situation or relationship with us.”
- “The fee is payable when our work is complete at which time, you are presented with the invoice.”
- “The annual fee for portfolio management is billed quarterly, in arrears and is based on the market value of your portfolio on the last business day of the calendar quarter.”
How Personal Asset Management’s fees compare
- Its hourly rate of $280 is below the Florida median of $288. 49% of the 372 other Florida planners that publish an hourly rate charge less.
- 5 of the 11 other planners in St Petersburg that publish an hourly rate charge less.
About Personal Asset Management
“Asset Management-Personal Asset Management provides discretionary and recommendation-based asset management, investment advisory and financial planning services primarily to individual investors. We monitor your portfolio and provide ongoing investment management and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 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
- Clients
- 38
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $33,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136619
- Phone
- (727) 360-4499
Other planners in St Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Avid PlanningSt. Petersburg$286-$572/hr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000-$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.