Sagace Wealth Management fees
Financial planner in St. Petersburg, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Sagace Wealth Management (St. Petersburg, FL) charges $250 an hour and a flat or project fee of $500-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the St. Petersburg median of $250; 4 of the 9 other planners in St. Petersburg that publish an hourly rate charge less. Below the Florida median of $300; 22% of the 188 other planners in Florida charge less.
“Our hourly fee is $250 and our fixed fee generally ranges between $500-$1,000.”
- Flat or project fee
- $500-
$1,000 Below the St. Petersburg median of $4,313; none of the 7 other planners in St. Petersburg that publish a flat or project fee charge less. Below the Florida median of $4,200; 4% of the 160 other planners in Florida charge less.
From the same sentence as above.
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
- Credentials held at the firm
- CPA
- Team size
- 7 employees
How Sagace Wealth Management 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.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 79
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $163 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of February 20, 2026
- CRD number
- 307212 (opens in new tab)
- Phone
- (727) 493-9700
Other planners in St. Petersburg that publish fees
- Gray Colt Financial Planning LLCSt. PetersburgHourly $200/hr
- Pink Streets Financial Planning, LLCSt. PetersburgHourly $250/hr, Flat $1,500-$10,000
- Wild Iris FinancialSt. PetersburgHourly $250-$500/hr, Flat $2,500-$10,000
- JC Venture Capital Investments LLCSt. PetersburgHourly $200-$500/hr, Flat $1,500-$10,000
- Avid PlanningSt. PetersburgHourly $286-$572/hr
- Lighthouse FinancialSt. PetersburgHourly $120/hr
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.