Royal Palm Investment Advisors, Inc fees
Financial planner in Longwood, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Royal Palm Investment Advisors, Inc (Longwood, FL) charges up to $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change.
- Hourly rate
- Up to $150/hr
Capped at $150, at or below the Florida median of $300.
“We charge an hourly fee for financial planning services, which generally ranges between up to $150.”
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
How Royal Palm Investment Advisors, Inc 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, youwill 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.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 101
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $39.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 5, 2026
- CRD number
- 142335 (opens in new tab)
- Phone
- (407) 475-0001
Registered in 8 states: Arizona, California, Florida, Illinois, Indiana, North Carolina, Ohio, Texas
More planners in Florida that publish fees
- Candor Strategic Partners LLCFort LauderdaleHourly $350/hr, Flat $3,000
- Wiggin Financial ServicesFort LauderdaleHourly $150/hr
- Clark Financial Planning Services LLCParklandHourly $200-$300/hr, Annual $3,000-$40,000/yr
- Cayside PartnersJupiterFlat $5,000-$25,000
- Wellth Financial PlanningPalm Beach GardensHourly $300/hr, Flat $900
- Zuraw FinancialDelray BeachHourly $200-$400/hr, Flat from $500
Is something on this page wrong or out of date?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.