Stronghold fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$600/hr

“Hourly fees will typically range between $300 and $600 per hour, depending on the expertise of the persons providing the services and the nature and complexity of each client’s circumstances.”

Flat or project fee

$25,000

“The minimum project fee per client is generally $25,000, and consulting project components are also subject to a minimum fee and/or minimum term commitments.”

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

How Stronghold bills

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

• “Fees are negotiable and generally are charged based on a percentage of the market value of the portfolio under management.”
• “The hourly fee and payment terms are negotiable and, at our discretion, waived.”
• “This fee may be negotiable depending on the nature and complexity of the seminar.”

How Stronghold’s fees compare

• Its hourly rate of $300-$600 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
• 9 of the 13 other planners in Miami that publish an hourly rate charge less.
• Its flat or project fee of $25,000 is above the Florida median of $4,900. 93% of the 320 other Florida planners that publish a flat or project fee charge less.
• 12 of the 14 other planners in Miami that publish a flat or project fee charge less.

About Stronghold

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• 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, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$500,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337710

Website

strongholdig.com (opens in new tab)

Phone

(305) 786-1594

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Cela Wealth ManagementMiami$2,500⁠-⁠$12,000

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