SN Private Wealth Group, LLC fees and pricing
Financial planner in Jacksonville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, SN Private Wealth Group, LLC charges a flat or project fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$50,000
“The negotiated fixed rate for creating client financial plans is between $5,000 and $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SN Private Wealth Group, 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 SNPWG's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of SNPWG's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of SNPWG’s fees, within five business days of signing the Financial Planning Agreement.”
How SN Private Wealth Group, LLC’s fees compare
- Its flat or project fee of $5,000-$50,000 is above the Florida median of $4,900. 96% of the 320 other Florida planners that publish a flat or project fee charge less.
- 16 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
About SN Private Wealth Group, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2026.
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
- 1.5% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340495
- Phone
- (904) 226-6908
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.