Proxy Wealth Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Proxy Wealth Advisors LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The Advisors hourly fee will be billed at a rate of $250 per hour but may be negotiated in advance.”

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

“New account fees are prorated from the inception of the account to the end of the first quarter.”
“In cases where it is not practical to directly deduct fees from client accounts, client will be sent an invoice on a quarterly basis for any outstanding advisory fees due.”
“Hourly fee-based clients are billed on a quarterly basis in arrears.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.

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
Clients: 605
Employees: 25
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $83,253,573
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 298080
Website: proxywealth.com (opens in new tab)
Phone: (646) 289-5075

Is something on this page wrong or out of date?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