The Florio Wealth Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“These fees are largely determined by the scope and complexity of the agreed upon services and range from $200 to $500 on an hourly basis and $2,500 to $50,000 on a fixed fee basis.”

Flat or project fee

$2,500⁠-⁠$50,000

From the same sentence as above.

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

How The Florio Wealth Management Group bills

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

• “The specific terms and fee structure are negotiated in advance and set forth in the Agreement with FWMG.”
• “Generally, FWMG requires the entirety of the financial planning or consulting fee payable upon execution of the Agreement and any balance will be due at the time the financial plan is delivered or the underlying services are rendered to completion.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How The Florio Wealth Management Group’s fees compare

• Its hourly rate of $200-$500 spans the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the New York median of $4,500. 97% of the 251 other New York planners that publish a flat or project fee charge less.

About The Florio Wealth Management Group

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• College 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

1.25% a year

Employees

4

Services reported to regulators

Financial planning, pension consulting, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288027

Website

floriowmg.com (opens in new tab)

Phone

(516) 758-2430

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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