Tao Financial fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Tao Financial charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“Our fixed (retainer) fees typically range from $3,000 up to $40,000 for more extensive engagements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tao Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are negotiable, with final determination to be made by the firm.”
- “Fees may be paid to our firm by check or draft from US-based financial institutions.”
- “When our fees are paid from plan assets, we must rely on the plan’s recordkeeper to collect that fee and the recordkeeper’s policies will usually determine whether our fee will be paid in advance or in arrears.”
How Tao Financial’s fees compare
- Its flat or project fee of $3,000 is below the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
- 11 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Tao Financial
“In addition to our providing retirement plan services, we are available to serve individual investors and businesses interested in financial planning and portfolio management. Description of Plan Services Tao Financial provides investment advisory and management services to retirement plan clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 3% a year
- Clients
- 73
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $15,758,905
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310134
- Phone
- 407-553-8138 X1000
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$100/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.