Stanford Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$250⁠-⁠$20,000

“Fixed fee rates range between $250 to $20,000.”

Annual fee

$2,700⁠-⁠$20,000/yr

“Foundations Financial Planning SWP charges a recurring fixed fee, paid monthly in advance ranging from $2,700 to $20,000 per year.”

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

How Stanford Wealth Planning 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.”
• “Fees are negotiable, and the final agreed-upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable, and the final agreed-upon fee will be outlined in your Advisory Contract.”

How Stanford Wealth Planning LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Ponte Vedra Beach that publish an hourly rate charge less.
• Its flat or project fee of $250-$20,000 spans the Florida median of $4,900. 79% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Ponte Vedra Beach that publish a flat or project fee charge less.
• Its annual fee of $2,700-$20,000 spans the Florida median of $4,800. 73% of the 97 other Florida planners that publish an annual fee charge less.

About Stanford Wealth Planning LLC

• Principal: Brooke Stanford
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Equity compensation
• Insurance analysis
• 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

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339724

Website

instagram.com/stanfordwealthplanning (opens in new tab)

Phone

(904) 686-6400

Other planners in Ponte Vedra Beach that publish fees

• B&c Financial AdvisorsPonte Vedra Beach$2,500
• Sapphire Wealth Consulting, Inc.Ponte Vedra Beach$5,000
• Truewater WealthPonte Vedra Beach$200/hr, $7,500
• Vigil Wealth Management, LLCPonte Vedra Beach$200/hr, $5,000

Compare all 9 planners in Ponte Vedra Beach