Private Client Services Group, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 4, 2026, Private Client Services Group, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Our financial planning services are provided on an hourly fee basis at the rate of $200 per hour.”

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

“Our fee may be negotiable, depending on individual client circumstances.”
“Typically, fees are charged quarterly in advance at one-fourth (1/4) of the annual rate.”
“The initial fee is billed and based on your account value as of the date management begins.”

Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $10,000 in assets (stated in brochure)
Clients: 20
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $7,413,152
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 173969
Phone: (813) 760-0000

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