Steadfast Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$150/hr

“The standard hourly rates for limited scope engagements are $75 to $150 per hour, depending on the complexity of the task and are negotiable.”

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

How Steadfast Financial Services bills

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

• “The minimum fee is generally $500 and is negotiable.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “Fees for Hourly Planning Engagements are due at the conclusion of the engagement. 2) Investment Management Fees Investment management fees are billed quarterly, in advance, meaning that we invoice the client at the beginning of the billing period.”

How Steadfast Financial Services’ fees compare

• Its hourly rate of $75-$150 is below the Florida median of $288. 3% of the 372 other Florida planners that publish an hourly rate charge less.

About Steadfast Financial Services

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2000 (26 years).

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

1% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

47

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$67,270,725

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

115145

Website

steadfastwealth.com (opens in new tab)

Phone

(407) 786-0092

Other planners in Altamonte Springs that publish fees

• Certified Advisory CorpAltamonte Springs$500/qtr
• Heritage Advisors Group, Inc.Altamonte Springs$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Synergy Investment Management LLCAltamonte Springs$20,000
• 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 4 planners in Altamonte Springs