Prestige Advisors Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Prestige Advisors Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “An estimate for total cost and hours will be determined prior to establishing the advisory relationship, and the fixed fee is calculated on the basis of anticipated number of hours multiplied by $300 per hour.”

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

“Our fees range from $1,500 to $50,000, which is negotiable depending on the nature and complexity of each Client’s circumstances.”
“The fee is due and payable at the onset of the relationship.”
“If you terminate your account within five business days of signing the Advisory Agreement, you will receive a complete refund of your pre-paid fees.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
7 of the 14 other planners in Sarasota that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 319102
Website: prestigeadvisors360.com (opens in new tab)
Phone: (941) 799-3300

Is something on this page wrong or out of date?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.