Proper Wealth fees and pricing

Financial planner in Tallahassee, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 28, 2026, Proper Wealth charges a flat or project fee of $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $50,000; “Fixed fees range up to $500 to $50,000 for financial planning and consulting engagements.”

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

“The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable depending on the size and complexity of the Plan.”

Its flat or project fee of $50,000 is above the Florida median of $4,900. 97% of the 320 other Florida planners that publish a flat or project fee charge less.
2 of the 2 other planners in Tallahassee that publish a flat or project fee charge less.

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: 1.6% a year
Clients: 485
Employees: 7
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $131,822,610
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 336499
Website: linkedin.com/company/properwealth (opens in new tab)
Phone: (850) 972-9725

Can advise clients in 5 states: Florida, Georgia, North Carolina, Tennessee, Texas

Is something on this page wrong or out of date?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