Red Reef Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“In addition, Red Reef Advisors may negotiate hourly fees for these services is between $150 and $500 per hour.”

Flat or project fee

$1,500⁠-⁠$50,000

“Fees charged on a fixed fee basis ranging between $1,500 and $50,000 depending on the breadth of services provided, the complexity of the client’s situation, and the advisory representatives providing services to the client.”

Annual fee

$1,500⁠-⁠$50,000/yr

“At our discretion, we may enter into an engagement with a client to charge a fixed fee ranging between $1,500 and $50,000 annually, as opposed to an asset-based fee.”

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

How Red Reef Advisors LLC bills

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

• “From time to time the market value of the account may vary from the statement value printed on the custodial statement or invoice due to trailing dividends and/or settling trades.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “Deposits and withdrawals, cash flow, may also be prorated to reflect days of service provided.”

How Red Reef Advisors LLC’s fees compare

• Its hourly rate of $150-$500 spans the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Boca Raton that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Florida median of $4,900. 95% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Boca Raton that publish a flat or project fee charge less.
• Its annual fee of $1,500-$50,000 spans the Florida median of $4,800. 95% of the 97 other Florida planners that publish an annual fee charge less.
• 1 of the 2 other planners in Boca Raton that publish an annual fee charge less.

About Red Reef Advisors LLC

• Firm size: 3 employees.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Estate planning

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

2% a year

Clients

87

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$134,974,430

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174748

Website

redreefadvisors.com (opens in new tab)

Phone

(561) 400-3285

Can advise clients in 4 states: Florida, North Carolina, New York, Pennsylvania

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• CS Advisors Inc.Boca Raton$275⁠-⁠$500/hr
• Fiduciary Family Office, LLCBoca Raton$350⁠-⁠$600/hr, $30,000⁠-⁠$250,000
• Financial Connection, IncBoca Raton$250/qtr

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