PlannerFees

Reik Wealth Management, Inc. fees and pricing

Financial planner in Lakewood Ranch, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 16, 2026, Reik Wealth Management, Inc. charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Fees for Financial Consulting (“Consulting Fees”) are $400 per hour and detailed in the Financial Consulting Agreement (“Consulting Agreement”).”

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

How Reik Wealth Management, Inc. bills

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

  • “Advisory Fees will be charged quarterly and in advance, based on the value of the AUM at the end of the quarter.”
  • “Periodically, or upon conclusion of services rendered through the Consulting Agreement, Reik Wealth will provide clients an invoice that shows services rendered, hours worked and a total amount owed for Consulting Fees.”
  • “Financial Consulting fees can be paid by check, thirdparty payment programs, ACH or through any taxable account under a Wealth Management Advisory Agreement (if authorized by the client).”

How Reik Wealth Management, Inc.’s fees compare

  • Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Lakewood Ranch that publish an hourly rate charge less.

About Reik Wealth Management, Inc.

“Reik Wealth Management, Inc (“Reik Wealth”) was established to help individuals, families and business owners meet financial needs at every stage of life. Reik Wealth provides investment management services through its Wealth Management program.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340485
Website
reikwm.com (opens in new tab)
Phone
(941) 306-2373

Other planners in Lakewood Ranch that publish fees

Compare all 5 planners in Lakewood Ranch

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.