Spalding, Steven fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 17, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly fees begin at $150 an hour for planning and consulting services.”

Flat or project fee

$2,000⁠-⁠$20,000

“Flat fees generally range from $2,000 to $20,000 and may be lower at the discretion of the advisor.”

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

How Spalding, Steven bills

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

• “In all cases, we will not require a retainer exceeding $450 when services cannot be rendered within 6 (months). 3 Fees are negotiable at the discretion of the advisor.”
• “Fees are not collected for services to be performed more than six months in advance.”
• “For Financial Plans and Consulting Services, the client may terminate the Agreement at any time and a refund of the unearned fees will be made based on time and effort expended before termination.”

How Spalding, Steven’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 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$20,000 spans the Florida median of $4,900. 82% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Spalding, Steven

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317060

Phone

(407) 361-6950

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500

Compare all 18 planners in Palm Beach Gardens