Planalto Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly rate is $150.”

Flat or project fee

$2,400⁠-⁠$5,000

“Fixed fee rates range between $2,400 to $5,000.”

Quarterly fee

$5,000/qtr

“Specialized Plans Flat Annual Fee Payment Frequency Quarterly Fee Advanced Plan $2,400 $600 Simple Retirement Plan $5,000 Quarterly in Advance $1,250 These services are offered over the course of 12 months, at which time the engagement concludes.”

Annual fee

$600⁠-⁠$2,400/yr

From the same sentence as above.

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

How Planalto Financial bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Planalto Financial’s fees compare

• Its hourly rate of $150 is below the Alabama median of $250. 7% of the 41 other Alabama planners that publish an hourly rate charge less.
• None of the 8 other planners in Huntsville that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$5,000 is below the Alabama median of $5,075. 40% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Huntsville that publish a flat or project fee charge less.
• Its annual fee of $600-$2,400 is below the Alabama median of $4,000. 13% of the 16 other Alabama planners that publish an annual fee charge less.

About Planalto Financial

• Principal: Ezekiel Anders
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338852

Website

planaltofinancial.com (opens in new tab)

Phone

(571) 334-5441

Other planners in Huntsville that publish fees

• Brighthaven Financial AdvisorsHuntsville$250/hr, $500⁠-⁠$800
• Capital Stewards, LLCHuntsville$1,500
• Cloud Investments, LLCHuntsville$200⁠-⁠$2,000
• Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500⁠-⁠$5,000
• Infinity Tax & Financial PlanningHuntsville$150⁠-⁠$500/hr, $250⁠-⁠$5,000
• Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr

Compare all 15 planners in Huntsville