Sunstate Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly fees will not exceed $350, and flat fees generally range from $1,500 to $10,000.”

Flat or project fee

$1,500⁠-⁠$10,000

From the same sentence as above.

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

How Sunstate Wealth Management LLC bills

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

• “All fees are disclosed in the applicable advisory agreement and are negotiable.”
• “Fees are outlined in each client’s advisory agreement and are typically billed quarterly in arrears on a pro-rata basis, based on account value as of the last day of the applicable quarter.”
• “Fees are billed quarterly in arrears based on the account value at the end of the applicable quarter.”

How Sunstate Wealth Management LLC’s fees compare

• Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Coral Gables that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Coral Gables that publish a flat or project fee charge less.

About Sunstate Wealth Management LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

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

2% a year

Clients

5

Employees

4

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$209,762,419

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317453

Website

sunstatefl.com/Wealth-Management/Overview (opens in new tab)

Phone

(305) 567-5524

Other planners in Coral Gables that publish fees

• Ascent Wealth Management Group, LLCCoral Gables$500/hr
• Azzendo Wealth AdvisorsCoral Gables$750/hr, $7,500⁠-⁠$25,000
• Entelevest, LLCCoral Gables$5,000⁠-⁠$20,000
• Ethos Private WealthCoral Gables$100⁠-⁠$400/hr
• Family and Money MattersCoral Gables$350/hr, $5,000
• Kirtland Financial Management, Inc.Coral Gables$250/hr

Compare all 24 planners in Coral Gables