Storms & Rowdon Financial Services, Inc. fees and pricing
Financial planner in Ormond Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 10, 2026, Storms & Rowdon Financial Services, Inc. charges $200-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Hourly fees range from $200 to $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Storms & Rowdon Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Storms & Rowdon Financial Services, Inc.’s fees compare
- Its hourly rate of $200-$300 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
About Storms & Rowdon Financial Services, Inc.
- Firm size: 4 employees.
- Registered as an adviser: 2025.
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
- Clients
- 222
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $141,159,549
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334690
- Phone
- (386) 677-0191
Can advise clients in 5 states: Florida, Georgia, North Carolina, New Hampshire, Texas
Other planners in Florida that publish fees
- 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
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.