The Life Wealth Group fees and pricing
Financial planner in Winter Garden, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, The Life Wealth Group charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“We may on occasion agree to do specialized projects for a Client at an hourly rate of $350 per hour which will be memorialized in your Financial Planning Agreement with us.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Life Wealth Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are typically billed monthly in arrears based on each account's average daily balance during the prior calendar month, depending on the sub-adviser recommended.”
- “The first monthly or quarterly fee shall be prorated based on the portion of such time period remaining when you sign your agreement with us.”
- “When services begin the prorated fee is calculated and billed in arrears during the next billing cycle.”
How The Life Wealth Group’s fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
About The Life Wealth Group
- Principal: Hilgardt Lamprecht
- Firm size: 22 employees.
- Registered as an adviser: 2024 (2 years).
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
- 2% a year
- Clients
- 466
- Employees
- 22
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $490,593,143
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332978
- Phone
- (407) 299-4129
Can advise clients in 7 states: California, Florida, Georgia, Kansas, Missouri, North Carolina, Texas
Other planners in Winter Garden that publish fees
- Florida Financial Planning LLCWinter Garden$2,400, $6,000/yr
- Ocean Breeze Wealth LLCWinter Garden$250-$500/hr, $1,500
- 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
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.