PFG Private Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“7 The hourly fee for these services is between $150 and $500.”

Flat or project fee

$150⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $150 and $15,000.”

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

How PFG Private Wealth Management, LLC bills

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

• “In addition to our standard advisory fees, accounts with a balance below $50,000 are generally subject to a $10 quarterly fee (totaling $40 annually), deducted in advance each quarter.”
• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of PFGPWM's fees within five business days of signing the Investment Advisory Contract.”

How PFG Private Wealth Management, LLC’s fees compare

• Its hourly rate of $150-$500 spans the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Lutz that publish an hourly rate charge less.
• Its flat or project fee of $150-$15,000 spans the Florida median of $4,900. 73% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Lutz that publish a flat or project fee charge less.

About PFG Private Wealth Management, LLC

• Firm size: 7 employees.
• Founded: 2015 (11 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

Highest asset based fee in brochure

1.45% a year

Clients

474

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$289,039,931

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282301

Website

facebook.com/pfgprivatewealth (opens in new tab)

Phone

(813) 286-7776

Can advise clients in 7 states: Florida, Georgia, Louisiana, North Carolina, New York, Texas, Virginia

Other planners in Lutz that publish fees

• Bayview Financial PlanningLutz$375/hr, $1,500
• Dipaolo Financial Group, Inc.Lutz$1,200⁠-⁠$5,000
• Taylor & Williams, Inc.Lutz$100/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

Compare all 5 planners in Lutz