Velaris Wealth Management fees and pricing
Financial planner in Orlando, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 4, 2026, Velaris Wealth Management charges an annual fee of $800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $800/yr
“Investment Education Services 7 Velaris Wealth Management Disclosure Brochure The subscription investment education services fee is an annual fee of $800 paid in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Velaris Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Therefore, upon the termination of a client’s advisory relationship Velaris will not be required to issue a refund for advance billed fees.”
- “If there is any instance in which Velaris bills a client fees in advance, Velaris will issue a refund equal to any unearned management fee for the remainder of the month or otherwise agreed upon billing period.”
How Velaris Wealth Management’s fees compare
- Its annual fee of $800 is below the Florida median of $4,800. 5% of the 97 other Florida planners that publish an annual fee charge less.
- 1 of the 6 other planners in Orlando that publish an annual fee charge less.
About Velaris Wealth Management
“Investment Management and Financial Planning Services Velaris provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, family offices, trusts and other individual entity structures.”
- Firm size: 4 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 96
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $128,708,258
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340592
- Phone
- (786) 657-1584
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.