Vested Wealth fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change.

Annual fee

$12,000⁠-$25,000/yr

Above the Florida median of $6,900; 84% of the 31 other planners in Florida that publish an annual fee charge less.

“The financial planning fee is an annual fee ranging between $12,000 and $25,000 paid quarterly in advance.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

3 employees

Registered since

2026

How Vested Wealth bills

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

• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Fees are directly debited from Client accounts, or the Client may choose to pay by check or electronic funds transfer.”

Firm details from Form ADV

How the firm is paid

Flat or fixed fees, annual planning fees, and a percentage of assets under management

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of September 16, 2026

CRD number

342286 (opens in new tab)

Website

vestedwealth.com (opens in new tab)

Phone

(954) 702-9264

More planners in Florida that publish fees

• Integrity Financial StrategiesPalmettoHourly $250/hr
• Global Vision Financial ServicesSarasotaHourly $150/hr
• Freedom Financial Management, IncSt. CloudHourly $75⁠-⁠$500/hr, Annual $500⁠-⁠$20,000/yr
• American Family Legacy GroupTampaHourly $300/hr
• 365Sundays Wealth LLCLake MaryFlat $5,000⁠-⁠$15,500
• Thistle Wealth Management, LLCMaitlandHourly $300/hr, Flat $500⁠-⁠$5,000

Compare all 483 planners in Florida