Semper Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge an hourly rate of $250 that allows for flexibility based upon your needs.”

Flat or project fee

$500⁠-⁠$2,500

“We charge a fixed fee for financial planning services, which generally ranges between $500 to $2500.”

Monthly fee

$200⁠-⁠$2,000/mo

“We also offer a Monthly Bookkeeping Package that ranges from $200 - $2,000 per month.”

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

How Semper Wealth Management LLC 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.”

How Semper Wealth Management LLC’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.
• 1 of the 2 other planners in Oviedo that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.

About Semper Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

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

1.5% a year

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$10,798,560

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305094

Website

semperwm.com (opens in new tab)

Phone

(407) 308-0575

Other planners in Oviedo that publish fees

• Nolan Capital Advisors LLCOviedo$150⁠-⁠$300/hr
• W Bradley Wealth Management LLCOviedo$600/hr, $1,000⁠-⁠$20,000
• 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
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 4 planners in Oviedo