Personal Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$12,000

“Financial Advisory Consulting services are offered based on a flat fee not to exceed $12,000.”

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

How Personal Wealth Planning, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the number of days services are provided during the billing period.”
• “Investment management fees are billed quarterly in advance, at the beginning of a calendar quarter for the upcoming quarter, based upon the account value as of the calendar quarter just ended.”

How Personal Wealth Planning, LLC’s fees compare

• Its flat or project fee of $12,000 is above the Florida median of $4,900. 84% of the 320 other Florida planners that publish a flat or project fee charge less.

About Personal Wealth Planning, 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: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.95% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$14,032,736

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299390

Website

pwp-ria.com (opens in new tab)

Phone

(954) 985-3555

Other planners in Hollywood that publish fees

• Azzendo Wealth AdvisorsHollywood$750/hr, $7,500⁠-⁠$25,000
• Cumulare Asset Management, LLCHollywood$395/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

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