Waterstone Financial Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$300⁠-⁠$3,000/yr

“The negotiated fixed rate for the creation and ongoing monitoring of the client financial plan is between $300 and $3,000 per year.”

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

How Waterstone Financial Advisory LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s Investment Advisory Agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WFA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for a full refund of WFA’s fees, within five business days of signing the Financial Planning Agreement.”

How Waterstone Financial Advisory LLC’s fees compare

• Its annual fee of $300-$3,000 is below the Florida median of $4,800. 21% of the 97 other Florida planners that publish an annual fee charge less.

About Waterstone Financial Advisory LLC

• Firm size: 5 employees.
• Registered as an adviser: 2023 (3 years).

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

1.6% a year

Clients

285

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$262,476,520

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325012

Website

waterstonefs.com (opens in new tab)

Phone

(239) 288-0977

Can advise clients in 10 states: California, Florida, Illinois, Michigan, New Hampshire, New York, Ohio, Pennsylvania, Tennessee, Texas

Other planners in Fort Myers that publish fees

• Broaden Wealth LLCFort Myers$500/hr
• Campbell Financial Partners, LLCFort Myers$1,200
• CPK Wealth Management LLCFort Myers$125⁠-⁠$250/hr
• Evolution Wealth Management Inc.Fort Myers$350/hr, $2,500⁠-⁠$20,000
• M&m Wealth Management, LLCFort Myers$400/hr, $100⁠-⁠$15,000
• Macke Financial Advisory GroupFort Myers$100/mo

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