Southeastern Financial Planning, LLC fees and pricing
Financial planner in Pensacola, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Southeastern Financial Planning, LLC charges $150 an hour and a flat or project fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The fee is negotiable, and it will be set forth in the Financial Planning Agreement Hourly Fee Advisor assesses an hourly rate not to exceed $150.00 an hour for consulting related financial planning services.”
- Flat or project fee
- $500-$2,000
“Advisor’s fixed financial planning fee ranges from $500 to $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Southeastern Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly fee can be negotiated with the client and it will be agreed upon in advance and in writing.”
- “One-half of the anticipated total fixed or hourly fee is due and payable at the time the client’s agreement is executed.”
- “Any prepaid fixed financial planning fees will be refunded on a prorated basis based upon the percentage of work completed.”
How Southeastern Financial Planning, LLC’s fees compare
- Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 7 other planners in Pensacola that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,000 is below the Florida median of $4,900. 11% of the 320 other Florida planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Pensacola that publish a flat or project fee charge less.
About Southeastern Financial Planning, LLC
“The Advisor offers clients financial planning services to evaluate their financial situation, goals and risk tolerance. The Advisor may offer broad-based planning services, or the client may desire advice on certain planning components;”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,018,945
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 178531
- Phone
- (850) 400-3466
Other planners in Pensacola that publish fees
- Armada AdvisorsPensacola$175/hr
- Dna Wealth Management LLCPensacola$150/hr, $1,000-$2,000
- Financial Journey LLCPensacola$200/hr, $300-$2,500
- Guernsey Financial, LLCPensacola$500
- Kitchensink Financial Planning, LLCPensacola$450/hr, $250-$2,100/mo
- Saltmarsh Financial Advisors, LLCPensacola$450/hr, $5,000
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.