Symphony Financial Team fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $500.00 per hour.”

Flat or project fee

$5,000⁠-⁠$85,000

“The fixed fee can range between $5,000 and $85,000.”

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

How Symphony Financial Team bills

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

• “We bill monthly or quarterly in advance, however, Symphony Financial will not bill an amount above $500.00 more than 6 months in advance.”
• “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”

How Symphony Financial Team’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 Lake Mary that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$85,000 is above the Florida median of $4,900. 97% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Lake Mary that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Symphony Financial Team

• Principal: Jennifer M. Ferguson
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Business owners
• 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

26

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288715

Website

symphonyfinancialteam.com (opens in new tab)

Phone

(407) 792-5576

Other planners in Lake Mary that publish fees

• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• Batman Wealth Management, LLCLake Mary$6,000/yr
• Collaborative WealthLake Mary$200⁠-⁠$400/hr
• Dias Wealth, LLCLake Mary$250/hr, $2,500
• Financial Life Designs LLCLake Mary$500, $750/qtr
• Haysley Financial Services, Inc.Lake Mary$400/hr, $25,000

Compare all 10 planners in Lake Mary