Vardell Strategies LLC fees and pricing

Financial planner in Clearwater, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 21, 2026, Vardell Strategies LLC charges $50⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$250/hr; “The negotiated hourly fee for these services is between $50 and $250.”

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

“Clients may terminate the agreement without penalty for a full refund of VSL's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of VSL’s fees, within five business days of signing the Financial Planning Agreement.”
“Subadviser fees may be withdrawn from clients’ accounts or clients may be invoiced for such fees, as disclosed in each contract between VSL and the applicable third-party adviser.”

Its hourly rate of $50-$250 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 4 other planners in Clearwater that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 341932
Website: vardellstrategies.com (opens in new tab)
Phone: (914) 275-2187

Is something on this page wrong or out of date?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.