Sapphire Wealth Consulting, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“The rate for a flat retirement planning review is $5,000.”

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

How Sapphire Wealth Consulting, Inc. bills

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

• “The client will receive a Fee Invoice when the fee is taken form the account via email, US mail or client portal.”
• “The fees are charged in arrears on a quarterly basis.”
• “The invoice will contain the value of the account and the rate of the fee charged for the account.”

How Sapphire Wealth Consulting, Inc.’s fees compare

• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Ponte Vedra Beach that publish a flat or project fee charge less.

About Sapphire Wealth Consulting, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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

Minimum

$1,000 minimum fee (stated in brochure)

Clients

74

Employees

1

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$51,625,005

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284007

Phone

(904) 728-2769

Other planners in Ponte Vedra Beach that publish fees

• B&c Financial AdvisorsPonte Vedra Beach$2,500
• Stanford Wealth Planning LLCPonte Vedra Beach$250/hr, $250⁠-⁠$20,000
• Truewater WealthPonte Vedra Beach$200/hr, $7,500
• Vigil Wealth Management, LLCPonte Vedra Beach$200/hr, $5,000

Compare all 9 planners in Ponte Vedra Beach