Successful Portfolios LLC fees and pricing
Financial planner in Clearwater, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Successful Portfolios LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Successful Portfolios also offers a la carte financial planning services at an hourly rate of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Successful Portfolios LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our management fees are negotiable based on the size, strategy, and complexity of your account.”
How Successful Portfolios LLC’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Clearwater that publish an hourly rate charge less.
About Successful Portfolios LLC
“Successful Portfolios LLC (SP) is an investment advisor firm that provides personalized financial planning and investment management services to individuals, families, and organizations.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 204
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
- Assets managed
- $281,529,332
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152429
- Phone
- (727) 744-3614
Other planners in Clearwater that publish fees
- Asset Management Financial Services Inc.Clearwater$175/hr, $625/qtr
- Flaharty Asset Management, LLCClearwater$350/hr
- Lat Wealth Financial AdvisorsClearwater$1,000-$5,000/yr
- Shepherds of CapitalClearwater$1,500-$5,000
- Unify Financial AdvisorsClearwater$200/hr
- Vardell Strategies LLCClearwater$50-$250/hr
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.