Sundial Wealth LLC fees and pricing
Financial planner in Delray Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 1, 2026, Sundial Wealth LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Services are offered based on an hourly fee of $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sundial Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is negotiable at the sole discretion of the Advisor.”
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
How Sundial Wealth LLC’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Delray Beach that publish an hourly rate charge less.
About Sundial Wealth LLC
“Sundial Wealth offers highly personalized investment management, �inancial planning and consulting services to individuals, ultra-high net worth individuals and family of�ices, both in their individual capacities and through trusts, retirement plans, business entities, and family limited partnerships.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFA.
- Founded: 2022 (4 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
- 2% a year
- Clients
- 58
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $125,789,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321900
- Phone
- (561) 302-4371
Other planners in Delray Beach that publish fees
- Atlas Capital Advisory LLCDelray Beach$150/hr, $500-$5,000
- Bfa Wealth ManagementDelray Beach$208/mo, $2,500/yr
- Indian River Financial Group, Inc.Delray Beach$500
- Roath Capital AdvisoryDelray Beach$250/hr, $1,250/qtr
- Stillpoint WealthDelray Beach$5,000
- Zuraw FinancialDelray Beach$200-$400/hr, $500
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.