Safety of Principle Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“The hourly fee for financial planning services is $175.”

Flat or project fee

$250⁠-⁠$2,500

“Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans is between $250 and $2,500.”

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

How Safety of Principle Wealth Management, LLC bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with five days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Safety of Principle Wealth Management, LLC’s fees compare

• Its hourly rate of $175 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 4 other planners in Coral Springs that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Florida median of $4,900. 13% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Coral Springs that publish a flat or project fee charge less.

About Safety of Principle Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

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% a year

Employees

1

Works with

Other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$3,926,208

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

143918

Phone

(954) 326-6979

Other planners in Coral Springs that publish fees

• Client First Financial Advisors, LLCCoral Springs$250/hr, $5,000
• FR Financial Advisors LLCCoral Springs$150⁠-⁠$250/hr, $1,200⁠-⁠$5,000
• Kris Lewicki & Associates, LLCCoral Springs$250/hr
• Personal Financial Profiles IncCoral Springs$250/hr

Compare all 8 planners in Coral Springs