Twinleaf Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“The hourly fee is negotiable, but in no event will exceed $450 per hour, contingent upon how many times Adviser and Client meet per year and complexity of the plan.”

Flat or project fee

$100⁠-⁠$1,000

“One-time fees are typically $100-$1,000 when applicable.”

Monthly fee

$95⁠-⁠$395/mo

“Monthly fees are typically $95-$395 per month depending on the client.”

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

How Twinleaf Financial Advisors bills

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

• “Client statements for prior deductions will be provided on a quarterly basis as well as an invoice of fees charged to the client’s account.”
• “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to the client by check issued to the customer as soon as practicable.”
• “For accounts charged in arrears, any earned but unpaid fees will be paid by the client upon termination.”

How Twinleaf Financial Advisors’ fees compare

• Its hourly rate of $450 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Winter Park that publish an hourly rate charge less.
• Its flat or project fee of $100-$1,000 is below the Florida median of $4,900. 5% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Winter Park that publish a flat or project fee charge less.

About Twinleaf Financial Advisors

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

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

3% a year

Clients

76

Employees

3

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$11,918,590

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323737

Website

twinleafadv.com (opens in new tab)

Phone

(321) 521-3133

Can advise clients in 15 states: California, Colorado, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr

Compare all 19 planners in Winter Park