Pine To Palm Financial, LLC fees and pricing
Financial planner in Clermont, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Pine To Palm Financial, LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“P2P charges a negotiable fixed fee between $500 and $2,500 based on complexity and unique Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pine To Palm Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Any refunds will be sent to the Client via check.”
How Pine To Palm Financial, LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
About Pine To Palm Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 50
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,577,845
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335396
- Phone
- (952) 738-1026
Other planners in Clermont that publish fees
- Blue Jasper Capital LLCClermont$615/hr, $2,750-$45,000
- Stewardship Advisory Group, LLCClermont$200-$450/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
Is something on this page wrong or out of date?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.