Thistle Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$5,000

“Ongoing Financial Planning TWM collects an initial fee, no greater than $5,000.”

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

How Thistle Wealth Management, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance, ranging from $500 to $1,500.”

How Thistle Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Maitland that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Maitland that publish a flat or project fee charge less.

About Thistle Wealth Management, LLC

• Principal: Joshua Andrews
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

Highest asset based fee in brochure

0.8% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,605,064

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333397

Website

thistlewealthmanagement.com (opens in new tab)

Phone

(817) 995-6724

Other planners in Maitland that publish fees

• Envision Wealth PlannersMaitland$2,500⁠-⁠$18,000, $200⁠-⁠$1,500/mo
• Gen2 Advisors, LLCMaitland$10,000⁠-⁠$25,000
• RD Lewis Wealth ManagementMaitland$125⁠-⁠$250/hr
• Skadvisors, LLCMaitland$450/hr

Compare all 15 planners in Maitland