Second Half Financial Partners, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 10, 2026, Second Half Financial Partners, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial Consulting Financial Consulting services are provided for an hourly fee of $250.”

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

“Fees are payable monthly in arrears, based on the fair market value of the portfolio and calculated as a percentage of assets under management as of the last day of the month.”
“You will receive an invoice upon completion of the services that is payable upon receipt.”
“You may pay for financial consulting services by check.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 485
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications
Assets managed: $128,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 163454
Website: statlerfinancial.com (opens in new tab)
Phone: (863) 385-1101

Is something on this page wrong or out of date?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.