Private Client Advisor Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 1, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,000/yr

“There is a minimum annual fee of $1,000 per plan for setup of the engagement and general administrative services.”

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

How Private Client Advisor Group, LLC bills

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

• “Fees for partial months are prorated based on the number of days assets are under management.”
• “Fees are generally deducted directly from client accounts, but clients may elect to alternatively pay fees by check.”
• “Fees are negotiable depending on the circumstances of the engagement, location, etc.”

How Private Client Advisor Group, LLC’s fees compare

• Its annual fee of $1,000 is below the Florida median of $4,800. 10% of the 97 other Florida planners that publish an annual fee charge less.

About Private Client Advisor Group, LLC

• Principal: Mark Stratton
• Firm size: 6 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

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

Minimum

$1,000 minimum fee (stated in brochure)

Clients

190

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$110,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

330038

Website

privateclientadvisor.net (opens in new tab)

Phone

(516) 241-3934

Can advise clients in 8 states: Florida, Kansas, Missouri, Nebraska, New York, Oklahoma, Texas, Utah

Other planners in Florida that publish fees

• 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
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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