Tak Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$1,000⁠-⁠$10,000

“TAK Advisory will charge a fixed fee for financial planning services in the range of $1,000 to $10,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”

Quarterly fee

$3,500/qtr

“Page 5 of 21 $3,500 per quarter.”

Annual fee

$10,000⁠-⁠$100,000/yr

“TAK Advisory will charge an annual fixed fee for comprehensive financial planning in the range of $10,000 to $100,000, as negotiated and contracted with clients in advance.”

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

How Tak Advisory bills

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

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “Fixed-fee based clients are billed quarterly in advance based at the discretion of the Advisor, and fees are due within 15 days of billing.”
• “Fixed fee-based clients are billed one half of the fee at the time of signing the agreement with the Advisor and the other one half upon delivery of the financial plan to the client.”

How Tak Advisory’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Florida median of $4,900. 61% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $10,000-$100,000 is above the Florida median of $4,800. 98% of the 97 other Florida planners that publish an annual fee charge less.

About Tak Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2013 (13 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

0.8% a year

Clients

62

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$65,820,347

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168814

Website

takadvisory.com (opens in new tab)

Phone

(207) 415-2073

Can advise clients in 2 states: Florida, Maine

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

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