Tapa Private Wealth Inc. fees and pricing

Financial planner in Key West, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 5, 2026, Tapa Private Wealth Inc. charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “This amount is not a guaranteed or Service Fee Structure Financial Planning & Consulting $100 per hour maximum charge.”

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

“Clients may also request an invoice from the Firm showing Broker-Dealer Fees – These are costs associated the calculation of the fee. with executing trades in your account, such as The Firm maintains the following default fee costs.”
“These are not billed directly to you but are deducted from the fund's assets, thereby reducing their overall return.”
“The Firm does not charge contingent fees based on refund amounts.”

Its hourly rate of $100 is below the Florida median of $288. 1% of the 372 other Florida planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337994
Website: instagram.com/tapaprivatewealth (opens in new tab)
Phone: (305) 767-3870

Is something on this page wrong or out of date?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.