Seven Hills Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial life planning services are offered at an hourly rate not to exceed $250 an hour.”

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

How Seven Hills Financial, 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 Tallahassee that publish an hourly rate charge less.

About Seven Hills Financial, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 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

1.25% a year

Clients

381

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$280,921,678

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143190

Website

linkedin.com/company/seven-hills-financial-llc (opens in new tab)

Phone

(850) 219-6699

Can advise clients in 6 states: Florida, Georgia, North Carolina, New Hampshire, Texas, Virginia

Other planners in Tallahassee that publish fees

• Cypress CapitalTallahassee$500/hr, Up to $15,000
• Dougherty Financial Planning, LLCTallahassee$125/hr
• Primaris Wealth ManagementTallahassee$500⁠-⁠$25,000, $2,500/yr
• Proper WealthTallahassee$50,000

Compare all 10 planners in Tallahassee