Teradime Financial LLC fees
Financial planner in Aventura, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Teradime Financial LLC (Aventura, FL) charges up to $300 an hour and a flat or project fee of $900-$3,000 for financial planning.
- Website: teradimefinancial.com (opens in new tab)
- Call (917) 679-7159
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Capped at $300, at or below the Florida median of $300.
“Teradime offers financial planning services at an hourly rate of up to $300 per hour or on a fixed engagement fee ranging from $900 to $3,000.”
- Flat or project fee
- $900-
$3,000 Below the Florida median of $4,200; 21% of the 160 other planners in Florida that publish a flat or project fee charge less. None of the 4 other planners in Aventura charge less.
From the same sentence as above.
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
- Yes
- Minimum
- $500,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Teradime Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 20
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $29.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 3, 2026
- CRD number
- 283401 (opens in new tab)
- Phone
- (917) 679-7159
Registered in 2 states: New Jersey, New York
Other planners in Aventura that publish fees
- Build Financial Advisors, LLCAventuraHourly $185-$300/hr, Flat $300-$5,000
- Cardone Wealth AdvisorsAventuraHourly $500/hr, Flat $4,800
- Methodica Investment Management LLCAventuraHourly $300-$500/hr, Flat $1,000-$4,000
- Omnia Family Wealth, LLCAventuraFlat $10,000-$100,000
- The Financial Pharmacist, Inc.AventuraHourly $100/hr, Flat $750 2023 brochure
More planners in Florida that publish fees
- Venture Wealth Solutions LLCWinter ParkFlat $2,000-$30,000, Annual $2,000-$30,000/yr
- OwenWise Financial LLCOrlandoHourly $195/hr, Flat $1,000-$5,000
- Sundial Wealth LLCDelray BeachHourly $500/hr
- Sterling Wealth Advisors, Inc.PlantationHourly $350/hr, Flat $5,000-$40,000
- S2 Capital ManagementHighland BeachFlat $500-$2,000
- Life After Grief Financial PlanningOrlandoHourly $250-$1,000/hr, Flat $1,500-$15,000
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.