Vidal Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$1,000

“The flat fee ranges from $300 to $1,000 depending on the scope and complexity of the financial plan.”

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

How Vidal Wealth Management bills

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

• “Clients are invoiced after services are provided.”

How Vidal Wealth Management’s fees compare

• Its flat or project fee of $300-$1,000 is below the Florida median of $4,900. 6% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Miami that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Vidal Wealth Management

• 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

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332886

Phone

(786) 413-5708

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Cela Wealth ManagementMiami$2,500⁠-⁠$12,000

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