Total Financial Planning, LLC fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 19, 2026, Total Financial Planning, LLC charges $275 an hour and a flat or project fee of $600-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. Hourly Fees My hourly fee rate for clients choosing this method of payment is $275 per hour.”
- Flat or project fee
- $600-$2,000
“The negotiated fixed rate for creating client financial plans is $2000 for full financial plans, $1100 for mid-career financial planning and $600 for early career financial check-ups.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Total Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of TFP's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of TFP’s fees, within five business days of signing the Financial Planning Agreement.”
How Total Financial Planning, LLC’s fees compare
- Its hourly rate of $275 is below the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
- 10 of the 22 other planners in Orlando that publish an hourly rate charge less.
- Its flat or project fee of $600-$2,000 is below the Florida median of $4,900. 13% of the 320 other Florida planners that publish a flat or project fee charge less.
- 1 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Total Financial Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- College 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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $2,517,593
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286588
- Phone
- (407) 900-1653
Other planners in Orlando that publish fees
- Allegiance Wealth Management, Inc.Orlando$300/hr
- Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
- Arx Strategic WealthOrlando$2,500-$5,000
- Centrus Financial StrategiesOrlando$500/hr, $3,000-$15,000
- Cogent Private WealthOrlando$450/hr, $4,000/yr
- Das Wealth ManagementOrlando$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.