Reshape Wealth fees and pricing

Financial planner in Boca Raton, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Reshape Wealth charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $1,000/hr; “Alternatively, clients may negotiate an hourly rate, not to exceed $1000 per hour.”

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

“Portfolio management fees will be billed in advance or in arrears monthly or quarterly as agreed in your IAA.”
“New clients will be charged a prorated fee for the initial quarter or month in which services are rendered.”
“Reshape reserves the right to increase a client’s fees upon written notice thirty (30) days in advance of the change.”

Its hourly rate of $1,000 is above the Florida median of $288. 100% of the 372 other Florida planners that publish an hourly rate charge less.
10 of the 10 other planners in Boca Raton that publish an hourly rate charge less.

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: 2.5% a year
Clients: 127
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $232,231,669
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 330582
Website: reshapewealth.com (opens in new tab)
Phone: (646) 626-7902

Is something on this page wrong or out of date?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.