QTR Family Wealth, LLC fees and pricing

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.

Flat or project fee

$2,500

“Financial planning fees are generally calculated on a flat fee basis ranging from $2,500 (Two Thousand Five Hundred Dollars) to $50,000 (Fifty Thousand Dollars) per engagement.”

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

How QTR Family Wealth, LLC bills

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

• “All fees are negotiable at the Firm's sole discretion.”
• “Fees will generally be due and payable upon delivery of the completed financial plan or completion of the services, as applicable.”

How QTR Family Wealth, LLC’s fees compare

• Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Lake Mary that publish a flat or project fee charge less.

About QTR Family Wealth, LLC

• Principal: Chad Hunter
• Firm size: 7 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

197

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$749,321,996

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

331655

Website

qtrfamily.com (opens in new tab)

Phone

(407) 745-0715

Can advise clients in 4 states: Florida, Nebraska, New York, Texas

Other planners in Lake Mary that publish fees

• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• Batman Wealth Management, LLCLake Mary$6,000/yr
• Collaborative WealthLake Mary$200⁠-⁠$400/hr
• Dias Wealth, LLCLake Mary$250/hr, $2,500
• Financial Life Designs LLCLake Mary$500, $750/qtr
• Haysley Financial Services, Inc.Lake Mary$400/hr, $25,000

Compare all 10 planners in Lake Mary