Privileged Planning Inc. fees and pricing
Financial planner in Green Cove Springs, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Privileged Planning Inc. charges $300 an hour, a flat or project fee of $2,000-$5,000, and a monthly fee of $216-$332 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“If the client goes beyond the 2 scheduled meetings or there are additional appointments needed for any reason, there will be an additional $300 per hour added to the total cost of their plan to account for the additional time resources.”
- Flat or project fee
- $2,000-$5,000
“Our Financial Planning fee ranges from $2000-$5000 for this service which includes the stated information in Item 4 above, spread over 2 meetings.”
- Monthly fee
- $216-$332/mo
“Fees are as follows: 3 Month Fundamental Package $332.33 per month for a total of $997.00 6 Month Strategic Package $249.50 per month for a total of $1497.00 12-Month Transformational Package $216.41 per month for a total of $2597.00 Fees are payable monthly upon receipt of invoice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Privileged Planning Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable monthly in arrears and fees may be deducted from client's account(s) quarterly within thirty (15) days following the end of the quarter for which said fees will be incurred.”
- “The Financial Planning fee is payable at the time the client signs the agreement.”
- “Clients will be notified of the cost and an invoice will be sent to the client for remittance.”
How Privileged Planning Inc.’s fees compare
- 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.
- Its flat or project fee of $2,000-$5,000 spans the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
About Privileged Planning Inc.
“Privileged Planning offers BESPOKE Financial Management, Financial Planning, General Consulting and Coaching. Employer Plan investment and contribution Analysis General Consulting We provide general consulting on an hourly basis.”
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement 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
- 1.85% a year
- Clients
- 184
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $39,664,388
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 327124
- Phone
- (904) 217-5481
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
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.