Supporting Your Choices Inc. fees and pricing
Financial planner in Havana, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 10, 2025, Supporting Your Choices Inc. charges an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2025. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000/yr
“Clients receiving ongoing flat fee retainer services will be assessed a minimum annual fee of $3000 for individuals and $4000 for couples.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Supporting Your Choices Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Flat fee retainers are billed quarterly, in advance meaning that we invoice you before the three-month billing period has begun.”
- “Payment in full is expected upon invoice presentation.”
- “An invoice for any fees deducted is sent directly to the client.”
How Supporting Your Choices Inc.’s fees compare
- Its annual fee of $3,000 is below the Florida median of $4,800. 35% of the 97 other Florida planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Supporting Your Choices Inc.
“Supporting Your Choices, Inc. provides personalized, confidential financial planning and investment management to individuals, profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 2 employees.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 25
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $46,462,423
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125367
- Phone
- (850) 616-1110
Other planners in Florida that publish fees
- 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
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.