Tailwind Financial Planning LLC fees
Financial planner in Madeira Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 28, 2026, Tailwind Financial Planning LLC (Madeira Beach, FL) charges $300 an hour and a flat or project fee of $1,000-$4,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Florida median of $300; 46% of the 188 other planners in Florida that publish an hourly rate charge less.
“Financial Planning engagements are offered at an hourly rate of $300 per hour.”
- Flat or project fee
- $1,000-
$4,000 Below the Florida median of $4,200; 25% of the 160 other planners in Florida that publish a flat or project fee charge less.
“The fixed fee can range between $1000 and $4000, depending on complexity of the work and the needs of the client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How Tailwind Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on complexity and the needs of the client, and may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Since ongoing fees are paid in arrears, no refund will be needed upon termination of the engagement after the fourth month of service.”
About Tailwind Financial Planning LLC
- Principal: Pamela Anne Bergeson
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Clients
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 28, 2026
- CRD number
- 309117 (opens in new tab)
- Phone
- (813) 590-7244
Registered in 2 states: California, Florida
More planners in Florida that publish fees
- Local Wealth AdvisorsNaplesFlat $1,600-$10,000, Quarterly $3,000-$15,000/qtr
- Moore Financial Management, Inc.BradentonFlat $2,500-$7,000
- Moisand Fitzgerald Tamayo, LLCOrlandoHourly $500/hr, Flat $2,500-$25,000
- Vidal Wealth ManagementMiamiFlat $300-$1,000
- Wealth 73, LLCJacksonvilleFlat $4,200, Monthly $350-$500/mo
- Raymond Capital Advisors, LLCSarasotaHourly $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.