Southernmost Advisors LLC fees
Financial planner in Key West, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 3, 2026, Southernmost Advisors LLC (Key West, FL) charges a monthly fee from $599 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change.
- Monthly fee
- From $599/mo
“Fees begin at $599 per month, are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Southernmost Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Southernmost Advisors LLC
- Principal: William Pauley
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, a percentage of assets under management, and performance based fees
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 3, 2026
- CRD number
- 340372 (opens in new tab)
- Phone
- (315) 439-3630
Registered in 2 states: Florida, Pennsylvania
Other planners in Key West that publish fees
- Tapa Private Wealth Inc.Key WestHourly $100/hr
More planners in Florida that publish fees
- Amplify My WealthBoca RatonHourly $250/hr, Flat $200-$3,600
- Cogent Private WealthOrlandoHourly $450/hr, Annual $4,000/yr
- MarketStrats, LLCCape CoralHourly $250/hr, Flat $1,000-$6,000
- DJP Wealth Management, LLCTampaFlat up to $20,000
- Create Wealth Financial Planning LLCJacksonvilleFlat $500-$10,000, Annual $2,500-$20,000/yr
- Goar, Endriss & Walker, P.A.SarasotaHourly $130-$284/hr, Annual from $6,000/yr
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.