Prudent Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning engagements are offered at an hourly rate of $500 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“The fixed fee can range between $2,500.00 and $5,000.00.”

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

How Prudent Financial Planning bills

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

• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since 10 fees are paid monthly in advance, Clients will not be charged during the next billing cycle and no refund is applicable.”

How Prudent Financial Planning’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 9 of the 10 other planners in Naples that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Florida median of $4,900. 45% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Naples that publish a flat or project fee charge less.

About Prudent Financial Planning

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2017 (9 years).

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% a year

Clients

79

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$17,013,887

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288500

Website

youtube.com/@patricklogue2988 (opens in new tab)

Phone

(239) 230-0395

Can advise clients in 6 states: California, Florida, Illinois, North Carolina, Ohio, Texas

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000

Compare all 31 planners in Naples