Stadium Financial LLC fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Stadium Financial LLC charges $300 an hour, a flat or project fee of $1,000, a quarterly fee of $250-$12,500, and an annual fee of $1,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“This service may be terminated by either party at any time. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $300 per hour.”
- Flat or project fee
- $1,000
“Financial Planning ● Financial Plan Creation - Fees for creation of an initial financial plan range between $1,000 (for net worth below $200,000) up to $50,000 (for net worth $10,000,000 or above).”
- Quarterly fee
- $250-$12,500/qtr
“In the event of early termination, prepaid but unearned fees will be refunded, any completed deliverables will be provided to the Client, and no further fees will be charged. ● Ongoing Comprehensive Financial Planning - Ongoing Comprehensive Financial Planning consists of an ongoing flat fee that is paid quarterly,…”
- Annual fee
- $1,600/yr
“Our minimum annual fee for this service is $1,600.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stadium Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid in advance on a quarterly basis, and may be negotiable.”
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Stadium Financial LLC’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- 12 of the 22 other planners in Orlando that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Florida median of $4,900. 8% of the 320 other Florida planners that publish a flat or project fee charge less.
- None of the 22 other planners in Orlando that publish a flat or project fee charge less.
- Its annual fee of $1,600 is below the Florida median of $4,800. 20% of the 97 other Florida planners that publish an annual fee charge less.
- 3 of the 6 other planners in Orlando that publish an annual fee charge less.
About Stadium Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 0.8% a year
- Minimum
- $1,600 minimum fee (stated in brochure)
- Clients
- 43
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $26,842,844
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319545
- Phone
- (407) 920-4421
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/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.