Unda Financial and Consulting LLC fees and pricing
Financial planner in Palmetto Bay, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Unda Financial and Consulting LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly fees are charged at a rate of $350.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Unda Financial and Consulting LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such restrictions must be communicated to the Firm in advance and documented in writing.”
- “Other Consulting Services Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
- “Clients pay a flat quarterly retainer fee (“Flat Quarterly Retainer”) in an amount agreed in advance and set forth in the Client Agreement.”
How Unda Financial and Consulting LLC’s fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
About Unda Financial and Consulting LLC
“Offered UNDA Financial and Consulting primarily provides two types of advisory services: Financial Planning Services and Investment Management Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Business owners
- 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
- 51
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $4,875,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315468
- Phone
- (786) 200-9948
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.