W.h. Financial Services, Inc. fees and pricing
Financial planner in Stuart, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, W.h. Financial Services, Inc. charges a flat or project fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“Hazlett to issue a full refund of a fixed annuity premium and levied a $2000 monetary penalty.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How W.h. Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Must fulfill the ChFC® seven course curriculum, as well as two additional elective courses Pass the exams for all required and elective courses Pass a background check and candidate fitness standards test.”
- “The refund was issued, the penalty was paid and the matter concluded.”
- “The refund was issued, the penalty was paid and the matter concluded.”
How W.h. Financial Services, Inc.’s fees compare
- Its flat or project fee of $2,000 is below the Florida median of $4,900. 22% of the 320 other Florida planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Stuart 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 W.h. Financial Services, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 46
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287703
- Phone
- (772) 233-4437
Other planners in Stuart that publish fees
- Family First Financial PlanningStuart$325-$350/hr, $500
- Ralicki Wealth Management & Trust ServicesStuart$200-$400/hr
- Semper FinancialStuart$250/hr
- Spectra Investment Management, LLCStuart$500/hr
- Twenty-First Century Financial Advisors IncStuart$1,500-$3,000
- Victrix Investment AdvisorsStuart$250/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.