Targeted Financial Services, LLC 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

$125⁠-⁠$200/hr

“These fees are negotiable but generally range from $500 to $5,000 on a fixed fee basis and/or from $125 to $200 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or consulting services.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Targeted Financial Services, LLC bills

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

• “Generally, TFS requires one-half of the financial planning or consulting fee (estimated hourly or fixed) payable upon entering into the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Upon termination of any account, any prorated amount of fees due will be charged.”

How Targeted Financial Services, LLC’s fees compare

• Its hourly rate of $125-$200 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.

About Targeted Financial Services, LLC

• Firm size: 5 employees.
• Founded: 2000 (26 years).

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, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

422

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$353,427,211

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129049

Website

targetedfinancial.com (opens in new tab)

Phone

(732) 750-9880

Can advise clients in 8 states: California, Connecticut, Florida, Kentucky, New Jersey, New York, Pennsylvania, Texas

Other planners in Seminole that publish fees

• Cassandra Smalley Wealth ManagementSeminole$375/hr, $4,000
• 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

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