Strivus Wealth Partners LLC fees and pricing
Financial planner in Jacksonville Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Strivus Wealth Partners LLC charges $400 an hour, a flat or project fee of $2,000-$20,000, a monthly fee of up to $2,500, a quarterly fee of up to $7,500, and an annual fee of up to $30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400 per hour.”
- Flat or project fee
- $2,000-$20,000
“Fixed fee rates range between $2,000 and $20,000.”
- Monthly fee
- Up to $2,500/mo
“Ongoing Financial Planning Annual fees for Ongoing Financial Planning are paid monthly or quarterly in advance, ranging from $0 to $2,500 a month or $0 to $7,500 a quarter ($0 - $30,000 annually).”
- Quarterly fee
- Up to $7,500/qtr
From the same sentence as above.
- Annual fee
- Up to $30,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strivus Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Strivus Wealth Partners LLC’s fees compare
- Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners 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.
- Its annual fee of up to $30,000 spans the Florida median of $4,800. 81% of the 97 other Florida planners that publish an annual fee charge less.
About Strivus Wealth Partners LLC
“We are an independent financial adviser providing financial planning and wealth management services using portfolio management and other related services.”
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- 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
- 1.5% a year
- Clients
- 173
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $159,075,811
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173580
- Phone
- (904) 685-1505
Can advise clients in 4 states: Florida, Louisiana, Texas, Virginia
Other planners in Jacksonville Beach that publish fees
- Fortress Wealth PlanningJacksonville Beach$7,500
- 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
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.