Vestwyze, LLC fees and pricing
Financial planner in Orlando, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Vestwyze, LLC charges a flat or project fee of $1,750-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,750-$3,000
“Page | 6 PLANNING FEES FOR FINANCIAL PLANNING SERVICES Comprehensive Financial Planning fees range from $1,750-$3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vestwyze, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As the management fees are charged in arrears, VestWyze, LLC does not offer refunds as services have already been performed.”
- “For the first quarter a client engages VestWyze, LLC or if a client terminates the service during the quarter, the fee will be prorated for only those days that VestWyze, LLC rendered its services.”
- “As all the financial planning fees are charged in arrears, VestWyze, LLC does not offer refunds as services will have already been performed.”
How Vestwyze, LLC’s fees compare
- Its flat or project fee of $1,750-$3,000 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
- 7 of the 22 other planners in Orlando that publish a flat or project fee charge less.
About Vestwyze, LLC
“Consult with VestWyze, LLC on the Client’s overall financial situation and obtain a VestWyze, LLC, hereafter (VestWyze, LLC) is a fee-based investment advisor that offers two types of advisory services: primarily Portfolio Management Services and Financial Planning Services to individuals and small businesses.”
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Business owners
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
- 1.65% a year
- Clients
- 82
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $9,329,101
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289127
- Phone
- (407) 537-9427
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.