Slight Edge Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Based on an hourly rate of $350, preparing, updating, and providing ongoing advice (monitoring, reviews, and updates to financial plans through unlimited meetings) regarding implementing a financial plan takes 12 hours or more per year.”

Flat or project fee

$5,000

“Clients pay fees for comprehensive financial planning services monthly or quarterly (client’s choice) in advance. ~Fees for Stand-Alone Financial Plans~ Clients who engage us for a stand-alone financial plan may implement such services for a onetime fixed fee of $5,000.”

Annual fee

$4,200⁠-⁠$15,000/yr

“Therefore, fees for comprehensive financial planning services range from $4,200 to $15,000 annually, and fees are negotiable.”

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

How Slight Edge Wealth Strategies, LLC bills

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

• “After onboarding, we provide clients an advisory fee invoice, which indicates the fixed fee based on the anticipated number of hours expended for financial planning services.”
• “Slight Edge Wealth Strategies, LLC Page 6 Fees for comprehensive financial planning services are due and payable in advance.”
• “Fees for a stand-alone financial plan are negotiable.”

How Slight Edge Wealth Strategies, LLC’s fees compare

• Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 13 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 7 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
• Its annual fee of $4,200-$15,000 spans the Florida median of $4,800. 71% of the 97 other Florida planners that publish an annual fee charge less.
• 2 of the 2 other planners in Jacksonville that publish an annual fee charge less.

About Slight Edge Wealth Strategies, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning
• Business owners
• Cash flow and budgeting

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

2.5% a year

Minimum

$4,200 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338689

Website

slightedgewealthstrategies.com (opens in new tab)

Phone

(904) 483-0746

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville