Resnick Wealth Alliance, LLC fees
Financial planner in Palm Beach Gardens, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Resnick Wealth Alliance, LLC (Palm Beach Gardens, FL) charges a flat or project fee of $3,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change.
- Flat or project fee
- $3,500
Below the Florida median of $4,200; 42% of the 160 other planners in Florida that publish a flat or project fee charge less. 1 of the 4 other planners in Palm Beach Gardens charges less.
“We charge a fixed fee of $3,500 for financial planning services.”
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
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2022 (4 years)
How Resnick Wealth Alliance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
About Resnick Wealth Alliance, LLC
“Resnick Wealth Alliance, LLC is a registered investment adviser based in Palm Beach Gardens, FL, that provides investment management advice, financial planning and consulting services for high to ultra-high net worth individuals and families, business owners, attorneys, trusts and private foundations.”
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 53
- Works with
- Individuals, high net worth individuals, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $121 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 28, 2026
- CRD number
- 316188 (opens in new tab)
- Phone
- (561) 453-1120
Other planners in Palm Beach Gardens that publish fees
- Steven SpaldingPalm Beach GardensHourly from $150/hr, Flat $2,000-$20,000
- Optimist CapitalPalm Beach GardensHourly $250-$400/hr
- Montello Wealth Management, Inc.Palm Beach GardensHourly $150/hr
- Dakota Wealth, LLCPalm Beach GardensFlat $5,000-$25,000
- Wellth Financial PlanningPalm Beach GardensHourly $300/hr, Flat $900
- Digital Asset Investment ManagementPalm Beach GardensHourly $150-$1,000/hr, Flat up to $5,000
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.