Venture Wealth Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$30,000

“Services are offered based on a flat fee between $2,000 and $30,000.”

Annual fee

$2,000⁠-⁠$30,000/yr

“ONGOING FINANCIAL PLANNING - 3- Ongoing Financial Planning Services are offered based on an annual flat fee between $2,000 and $30,000 paid quarterly in advance.”

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

How Venture Wealth Solutions LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Venture Wealth Solutions LLC’s fees compare

• Its flat or project fee of $2,000-$30,000 spans the Florida median of $4,900. 89% of the 320 other Florida planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Winter Park that publish a flat or project fee charge less.
• Its annual fee of $2,000-$30,000 spans the Florida median of $4,800. 85% of the 97 other Florida planners that publish an annual fee charge less.
• 2 of the 2 other planners in Winter Park that publish an annual fee charge less.

About Venture Wealth Solutions LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1.1% a year

Clients

2

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$35,346

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334307

Website

venturewealthsolutions.com (opens in new tab)

Phone

(772) 285-0804

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