Plan for Your Goals, LLC fees and pricing
Financial planner in Gulf Breeze, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, Plan for Your Goals, LLC charges $200 an hour, a flat or project fee of $2,590-$12,000, and a monthly fee of $416-$708 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly fee for these services is $200.”
- Flat or project fee
- $2,590-$12,000
“Fees for comprehensive financial plans are between $2,590-$12,000.”
- Monthly fee
- $416-$708/mo
“Fees for household client ongoing financial maintenance and support services, including financial planning, are between $416-$708 per month - cancel at any time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plan for Your Goals, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of PFYG's fees within five business days of signing the Investment Advisory Contract.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
- “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
How Plan for Your Goals, LLC’s fees compare
- Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $2,590-$12,000 spans the Florida median of $4,900. 71% of the 320 other Florida planners that publish a flat or project fee charge less.
About Plan for Your Goals, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 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% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $10,098,128
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 320683
- Phone
- (850) 786-3400
Other planners in Gulf Breeze that publish fees
- Hale & Doerr Wealth Management LLCGulf Breeze$125-$350/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
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.