TLP Financial Services, Inc. fees
Financial planner in Estero, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, TLP Financial Services, Inc. (Estero, FL) charges an annual fee of $750-$40,000 for financial planning.
- Website: tlpfinancialservices.com (opens in new tab)
- Call (239) 676-5762
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change.
- Annual fee
- $750-
$40,000/yr Runs from below the Florida median of $6,900 to above it.
“Annual financial planning fees range from $750 to $40,000 a year, paid quarterly in advance.”
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
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2016 (10 years)
How TLP Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “Clients with account[s] implemented through an Independent Manager, the Client’s fee will be billed in accordance with the agreements with the respective Independent Manager.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 42
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $37.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 15, 2026
- CRD number
- 283449 (opens in new tab)
- Phone
- (239) 676-5762
Registered in 3 states: Florida, Massachusetts, New York
Other planners in Estero that publish fees
- Mutual Trust Advisory GroupEsteroHourly up to $350/hr, Flat $25,000-$350,000
More planners in Florida that publish fees
- Build Financial Advisors, LLCAventuraHourly $185-$300/hr, Flat $300-$5,000
- RMP Financial, Inc.WestonHourly $250/hr
- Vetoshko Wealth ManagementNorth PortHourly $225/hr, Flat $100-$3,000
- Family and Money MattersCoral GablesHourly $350/hr, Flat from $2,500
- Semper Wealth Management LLCOviedoFlat $500-$2,500
- Moran Wealth Management, LLCNaplesHourly $100/hr
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.