Primaris Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$25,000

“The Firm charges a flat fee for financial planning, ranging from $500 to $25,000, depending on the scope and complexity of the engagement.”

Annual fee

$2,500/yr

“The Firm applies a minimum annual fee of $2,500 per client, which may be negotiated or waived at the Firm's discretion.”

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

How Primaris Wealth Management bills

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

• “Fees are calculated and payable monthly in arrears, based on the market value of the account as of the last business day of the billing month, and are prorated for any partial month.”
• “The fee for each engagement is agreed in advance and stated in the client's agreement.”
• “At the same time we deduct each fee, we will send you an itemized invoice showing the amount of the fee, the formula we used to calculate it, the amount of assets under management on which the fee is based, and the time period the fee covers.”

How Primaris Wealth Management’s fees compare

• Its flat or project fee of $500-$25,000 spans the Florida median of $4,900. 85% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Tallahassee that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the Florida median of $4,800. 30% of the 97 other Florida planners that publish an annual fee charge less.

About Primaris Wealth Management

• Principal: Robert Schuman
• 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

• College planning
• Cash flow and budgeting

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

1.7% a year

Minimum

$2,500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343116

Phone

(858) 652-9017

Other planners in Tallahassee that publish fees

• Cypress CapitalTallahassee$500/hr, Up to $15,000
• Dougherty Financial Planning, LLCTallahassee$125/hr
• Proper WealthTallahassee$50,000
• Seven Hills Financial, LLCTallahassee$250/hr

Compare all 10 planners in Tallahassee