Singer Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$100,000

“The rate for creating client financial plans is between $1,000 and $100,000.”

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

How Singer Wealth Advisors LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of SWA's fees within five business days of signing the Investment Advisory Contract.”
• “Upon client request and approval of SWA, fees may be invoiced, and payment remitted via check or credit card (SWA does not charge clients any additional fees for paying advisory fees by credit card).”
• “For the first billing cycle for new accounts fees will be prorated as of the date of receipt of the first assets in the clients’ account.”

How Singer Wealth Advisors LLC’s fees compare

• Its flat or project fee of $1,000-$100,000 spans the Florida median of $4,900. 98% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Boca Raton that publish a flat or project fee charge less.

About Singer Wealth Advisors LLC

• Firm size: 43 employees.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

948

Employees

43

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$910,570,734

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317218

Website

youtube.com/@singerwealth (opens in new tab)

Phone

(561) 998-9985

Can advise clients in 10 states: California, Florida, Georgia, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Virginia

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

Compare all 33 planners in Boca Raton