Pullen Investment Management fees
Financial planner in Bradenton, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 16, 2026, Pullen Investment Management (Bradenton, FL) charges a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Florida median is $4,200.
“A fixed fee of up to a maximum of $5000 is charged by PIM for financial planning and consulting services under this arrangement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $300,000 in assets (stated in the brochure)
- Credentials held at the firm
- CFA
- Team size
- 5 employees
How Pullen Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be either billed in advance (at the start of the billing period) or in arrears (at the end of the billing period) at the discretion of the advisor.”
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is calculated and billed in advance at the account opening.”
About Pullen Investment Management
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 84
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $221 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 16, 2026
- CRD number
- 310149 (opens in new tab)
- Phone
- (941) 361-2195
Registered or notice filed in 3 states: Florida, Louisiana, Texas
Other planners in Bradenton that publish fees
- CMA Advisors, Inc.BradentonHourly $400/hr, Flat from $5,000
- Moore Financial Management, Inc.BradentonFlat $2,500-$7,000
- Parker Financial Planning, LLC.BradentonFlat $1,500-$3,000
- Your-Financial-LifeguardBradentonHourly $350/hr, Monthly $1,000-$2,000/mo
More planners in Florida that publish fees
- Parrish Capital Advisors LLCCoral GablesHourly $250/hr
- Life After Grief Financial PlanningOrlandoHourly $250-$1,000/hr, Flat $1,500-$15,000
- MAR Wealth Management Services, LLCWest Palm BeachHourly $250/hr, Flat $1,000-$10,000
- Moran Wealth Management, LLCNaplesHourly $100/hr
- Clarity Financial DesignSarasotaFlat $2,500-$10,000, Quarterly $450-$1,500/qtr
- Neptune WealthNaplesFlat $300-$3,000
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.