Rosenberg Wealth Management LLC fees and pricing
Financial planner in Fort Lauderdale, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, Rosenberg Wealth Management LLC charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“RWM charges a negotiable fee between $2,500 and $5,000 for financial planning services dependent upon the complexity of the Client’s specific situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rosenberg Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”
How Rosenberg Wealth Management LLC’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the Florida median of $4,900. 45% of the 320 other Florida planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Fort Lauderdale that publish a flat or project fee charge less.
About Rosenberg Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323835
- Phone
- (954) 882-2510
Other planners in Fort Lauderdale that publish fees
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Elderkin Wealth Management LLCFort Lauderdale$250/hr
- Financial Planning Services, Inc.Fort Lauderdale$2,500-$15,000, $3,775/yr
- Green Musa Capital, LLCFort Lauderdale$200-$1,000/hr
- Horowitz & Company, Inc.Fort Lauderdale$250/hr, $500
- Palisades Hudson Asset Management, L.P.Fort Lauderdale$416/mo
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.