Semper Financial fees and pricing

Financial planner in Stuart, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 4, 2026, Semper Financial charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Fees for financial planning services will be billed on an hourly basis at $250 per hour.”

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

“If we bill you directly, payment is due upon receipt of our invoice.”
“Fees will be payable quarterly, in advance, on the first day of the Quarter based upon a valuation of the account at the beginning of each three-month period.”
“The final charge for investment services shall cover the period from the most recent valuation date to the termination date, and SF agrees to refund any prepaid fee pro-rated to the termination date.”

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.
None of the 4 other planners in Stuart that publish an hourly rate charge less.

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: 1% a year
Clients: 64
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $37,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 158686
Phone: (516) 330-8616

Can advise clients in 2 states: North Carolina, New York

Is something on this page wrong or out of date?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