Section Integrity Wealth Management fees and pricing
Financial planner in Fleming Island, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 2, 2026, Section Integrity Wealth Management charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for these services are billed at a maximum of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Section Integrity Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial months will be prorated based on the remaining days in the reporting period in which our firm services the account.”
- “Fee payments, in arrears, will traditionally be assessed within the first 15 days of each billing cycle.”
- “Published fees may be discounted at the discretion of our firm but they are not negotiable.”
How Section Integrity Wealth Management’s fees compare
- 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.
About Section Integrity Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $4,140,557
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310939
- Phone
- (904) 579-4232
Other planners in Fleming Island that publish fees
- Black Creek Wealth Management, LLCFleming Island$2,000
- Camarda Wealth Advisory GroupFleming Island$150-$1,000/hr, $500-$50,000
- Obsidian WisdomFleming Island$2,500-$7,500/yr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/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Is something on this page wrong or out of date?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.