Twenty-First Century Financial Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$3,000

“Financial Planning fees will be charged as a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client's circumstances.”

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

How Twenty-First Century Financial Advisors Inc bills

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

• “Clients will be billed in arrears at the end of each calendar quarter based upon the average market Twenty-First Century Financial Advisors, Inc.”
• “Fees for Financial Planning Services are due and payable upon completion of the advisory service.”
• “Negotiable Twenty-First Century retains the right to modify fees, including minimum annual fees, in its sole and absolute discretion, on a client-by-client basis based on the size, complexity and nature of the advisory services provided.”

How Twenty-First Century Financial Advisors Inc’s fees compare

• Its flat or project fee of $1,500-$3,000 is below the Florida median of $4,900. 24% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Stuart that publish a flat or project fee charge less.

About Twenty-First Century Financial Advisors Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$67,588,119

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125690

Phone

(860) 646-2100

Can advise clients in 2 states: Connecticut, Florida

Other planners in Stuart that publish fees

• Family First Financial PlanningStuart$325⁠-⁠$350/hr, $500
• Ralicki Wealth Management & Trust ServicesStuart$200⁠-⁠$400/hr
• Semper FinancialStuart$250/hr
• Spectra Investment Management, LLCStuart$500/hr
• Victrix Investment AdvisorsStuart$250/hr
• W.h. Financial Services, Inc.Stuart$2,000

Compare all 11 planners in Stuart