Three Oaks Partners Investment Counsel LLC fees
Financial planner in Clearwater, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2026, Three Oaks Partners Investment Counsel LLC (Clearwater, FL) charges $250 an hour and a flat or project fee of $3,600 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Florida median of $300; 22% of the 188 other planners in Florida that publish an hourly rate charge less. The one other planner in Clearwater charges more.
“We charge an hourly fee of $250 for stand-alone financial consulting services, billed and payable monthly in advance.”
- Flat or project fee
- $3,600
Below the Florida median of $4,200; 47% of the 160 other planners in Florida that publish a flat or project fee charge less. The one other planner in Clearwater charges more.
“For clients engaging in our standalone financial planning services through our Total Retirement Income Plan ("TRIP") program, we offer a comprehensive financial plan for a fixed fee of $3,600.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- 2 employees
- Registered since
- 2024 (2 years)
How Three Oaks Partners Investment Counsel LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Our standalone financial planning services will be billed and payable in advance, by a credit card, debit card, or bank transfer through our third-party payment processor, using a secure payment link.”
- “Fees are due at the inception of the advisory relationship, and are not negotiable.”
About Three Oaks Partners Investment Counsel LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 19
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 18, 2026
- CRD number
- 333279 (opens in new tab)
- Phone
- (727) 228-0673
Other planners in Clearwater that publish fees
- Patina Financial Partners, LLCClearwaterFlat $4,000-$6,000
- Successful Portfolios LLCClearwaterHourly $300/hr
More planners in Florida that publish fees
- Giessel Wealth AdvisorsJupiterFlat $2,000-$8,000, Monthly $150-$750/mo
- FacetWest Palm BeachAnnual $2,600-$10,000/yr
- Advise FinancialBoca RatonHourly $300-$1,000/hr, Monthly $399/mo
- Aureum Wealth Management, LLCNorth Palm BeachHourly $100-$400/hr, Flat from $1,500
- Fiduciary Consulting Group, Inc.VeniceHourly $400/hr
- Your-Financial-LifeguardBradentonHourly $350/hr, Monthly $1,000-$2,000/mo
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.