The Investment Advisory Office of Christopher Mikes, P.A. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$395/hr

“Our hourly rate is $395.”

Flat or project fee

$395⁠-⁠$5,000

“Fixed fee rates range between $395 to $5,000.”

Annual fee

$2,000⁠-⁠$5,000/yr

“Ongoing Comprehensive Financial Planning CMIA charges a recurring fixed annual fee for Ongoing Financial Planning, ranging from $2,000 to $5,000.”

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

How The Investment Advisory Office of Christopher Mikes, P.A. bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid monthly in arrears based on the value of Client's account(s) as of the last day of the billing period and may be negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How The Investment Advisory Office of Christopher Mikes, P.A.’s fees compare

• Its hourly rate of $395 is above the Florida median of $288. 77% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Bonita Springs that publish an hourly rate charge less.
• Its flat or project fee of $395-$5,000 spans the Florida median of $4,900. 32% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 3 other planners in Bonita Springs that publish a flat or project fee charge less.
• Its annual fee of $2,000-$5,000 spans the Florida median of $4,800. 41% of the 97 other Florida planners that publish an annual fee charge less.

About The Investment Advisory Office of Christopher Mikes, P.A.

• Principal: Christopher Mikes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate 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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340895

Phone

(239) 497-8888

Other planners in Bonita Springs that publish fees

• Foliage FinancialBonita Springs$225/hr
• Genesis Wealth Planning, LLCBonita Springs$200/hr, $50⁠-⁠$10,000
• Nova Wealth Management, Inc.Bonita Springs$250/hr, $250/qtr
• Pelican Wealth Advisors, LLCBonita Springs$250/hr, $5,000
• Rinaldi Wealth Management, Inc.Bonita Springs$450⁠-⁠$5,000
• Sentinel Wealth IncBonita Springs$599/mo

Compare all 9 planners in Bonita Springs