W Bradley Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“An hourly fee of $600/hour.”

Flat or project fee

$1,000⁠-⁠$20,000

“A fixed one-time fee ranging between $1,000 and $20,000 is charged for this advisory service.”

Annual fee

$20,000/yr

“These arrangements are currently subject to a $1,000 minimum annual fee and will not typically exceed $20,000 for retail clients.”

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

How W Bradley Wealth Management LLC bills

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

• “The Firm’s investment management fee is generally an agreed upon and negotiated flatfee, which will typically range from $4,000 to $40,000 annually and is prorated and payable 5 on a monthly or quarterly basis, in advance.”
• “For financial planning services, invoice payment is due within 30 days of receipt of the invoice.”
• “If we invoice the client, payment is due upon receipt of the invoice.”

How W Bradley Wealth Management LLC’s fees compare

• Its hourly rate of $600 is above the Florida median of $288. 96% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Oviedo that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Florida median of $4,900. 80% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $20,000 is above the Florida median of $4,800. 87% of the 97 other Florida planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About W Bradley Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$20,000 minimum fee (stated in brochure)

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$2,903,650

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333063

Website

wbradleywm.com (opens in new tab)

Phone

(401) 374-9646

Other planners in Oviedo that publish fees

• Nolan Capital Advisors LLCOviedo$150⁠-⁠$300/hr
• Semper Wealth Management LLCOviedo$250/hr, $500⁠-⁠$2,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 4 planners in Oviedo