PlannerFees

Rossby Financial, LLC fees and pricing

Financial planner in Melbourne, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 6, 2026, Rossby Financial, LLC charges $100⁠-⁠$1,000 an hour and a flat or project fee of $200⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$1,000/hr
“These fees are negotiable, but have wide range from $200 to $50,000 on a fixed fee basis, or up to 2% of net worth or of assets being addressed in the plan or under consultation, and/or a $100 to $1000 on an hourly basis, depending upon the scope and complexity of the services, the client’s financial situation and…”
Flat or project fee
$200⁠-⁠$50,000
“Fixed fees for Financial Planning and Consulting Services range between $200 to $50,000 based on the scope and complexity of the services requested.”

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

How Rossby Financial, LLC bills

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

  • “Fixed fees will be due and payable upon the agreed timing between client and advisor and signing of the Agreement.”
  • “The Management Fee is negotiable and varies depending upon the size and composition of a client’s portfolio and the type of services rendered and the representative providing services.”
  • “The annual fee is prorated based on when services begin or end.”

How Rossby Financial, LLC’s fees compare

  • Its hourly rate of $100-$1,000 spans the Florida median of $288. 96% of the 372 other Florida planners that publish an hourly rate charge less.
  • Its flat or project fee of $200-$50,000 spans the Florida median of $4,900. 94% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Melbourne that publish a flat or project fee charge less.

About Rossby Financial, LLC

“We can work with you, in a consulting capacity, to create a formal Investment Policy Statement (IPS) that will serve as the roadmap to guide your wealth management program.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Insurance analysis

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
2.5% a year
Clients
3,897
Employees
7
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed
$854,779,566
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
324631
Phone
(321) 209-0111

Can advise clients in 35 states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin, West Virginia

Other planners in Melbourne that publish fees

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