Sikes Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“- 2- HOURLY CONSULTING FEES Financial Consulting Services are offered based on an hourly fee of $200 per hour.”

Monthly fee

$50/mo

“ONGOING MONTHLY FEES Financial Planning Services are offered based on a negotiable flat fee of $50/month per person.”

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

How Sikes Financial Services, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “The Financial Planning fee will be charged monthly in arrears.”

How Sikes Financial Services, LLC’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 10 other planners in Boca Raton that publish an hourly rate charge less.

About Sikes Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

2% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$4,462,473

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

290309

Website

sikesfinancialservices.com (opens in new tab)

Phone

(561) 529-9191

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• CS Advisors Inc.Boca Raton$275⁠-⁠$500/hr
• Fiduciary Family Office, LLCBoca Raton$350⁠-⁠$600/hr, $30,000⁠-⁠$250,000
• Financial Connection, IncBoca Raton$250/qtr

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