The Financial Pharmacist, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 17, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Fees are fixed at $750 per project and $100 per hour for special services, payable by check.”

Flat or project fee

$750

From the same sentence as above.

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

How The Financial Pharmacist, Inc. bills

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

• “One half is due at the initial meeting and the other half is due upon delivery of the final recommendations.”
• “The client has the unconditional right to cancel the agreement within 5 business days after signing and to receive a refund of the fee paid less $100 per hour for meeting time already expended.”

How The Financial Pharmacist, Inc.’s fees compare

• 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.
• None of the 4 other planners in Aventura that publish an hourly rate charge less.
• Its flat or project fee of $750 is below the Florida median of $4,900. 6% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 4 other planners in Aventura that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About The Financial Pharmacist, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 1997 (29 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Divorce
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141554

Website

thefinancialpharmacist.com (opens in new tab)

Phone

(305) 935-5499

Other planners in Aventura that publish fees

• B1 FinancialAventura$395/hr
• Build Financial Advisors, LLCAventura$185⁠-⁠$300/hr, $300⁠-⁠$5,000
• Cardone Wealth AdvisorsAventura$500/hr, $4,800
• Goalfocus Financial, LLCAventura$100⁠-⁠$300/hr, $600⁠-⁠$25,000
• Omnia Family Wealth, LLCAventura$10,000⁠-⁠$100,000

Compare all 10 planners in Aventura