Sovereign Wealth Office LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee rates range from $500 to $5,000.”

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

How Sovereign Wealth Office 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 fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Sovereign Wealth Office LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in St. Augustine that publish a flat or project fee charge less.

About Sovereign Wealth Office LLC

• Principal: Dalton Boatright
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339635

Website

sovereignwealthoffice.com (opens in new tab)

Phone

(912) 506-6820

Can advise clients in 2 states: Florida, Georgia

Other planners in St. Augustine that publish fees

• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000
• Palm Valley Wealth Management LLCSt. Augustine$2,500/yr
• Parable Wealth AdvisorsSt Augustine$2,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in St. Augustine