PlannerFees

Polley Wealth Management LLC fees and pricing

Financial planner in Orlando, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 2, 2026, Polley Wealth Management LLC charges $350 an hour, a flat or project fee of $350⁠-⁠$25,000, and a monthly fee of $250 for financial planning.

Published fees

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

Hourly rate
$350/hr
“Hourly fees are $350 per hour.”
Flat or project fee
$350⁠-⁠$25,000
“Fixed fees for longer-term consulting projects range from $350 to $25,000 per project.”
Monthly fee
$250/mo
“BRONZE Level – Clients engaging PWM at the BRONZE level will pay the ongoing monthly fee of $250.00.”

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

How Polley Wealth Management LLC bills

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

  • “Asset Management – Fees are charged either monthly in arrears or quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
  • “Fees for the initial month or quarter will be prorated based upon the number of calendar days in the calendar month or quarter that the advisory agreement is in effect.”
  • “Fees charged in arrears on a monthly basis are calculated based on the average daily balance and charged at the beginning of the following month.”

How Polley Wealth Management LLC’s fees compare

  • Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
  • 15 of the 22 other planners in Orlando that publish an hourly rate charge less.
  • Its flat or project fee of $350-$25,000 spans the Florida median of $4,900. 84% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 21 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Polley Wealth Management LLC

“Additionally, PWM may contract with employers who, in turn, may offer financial planning services to their employees provided by PWM.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
50
Employees
2
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
$21,300,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
305143
Website
instagram.com/polleywealth (opens in new tab)
Phone
(407) 337-1085

Other planners in Orlando that publish fees

Compare all 44 planners in Orlando

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.