Wealth 73, LLC fees and pricing
Financial planner in Jacksonville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 21, 2026, Wealth 73, LLC charges a flat or project fee of $4,200 and a monthly fee of $350-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,200
“Fixed fee rates range between $4,200 for individuals to $6,000 for couples.”
- Monthly fee
- $350-$500/mo
“Fees are paid monthly in arrears, ranging from 9 $350/mo for individuals to $500/mo for couples.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth 73, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Wealth 73, LLC’s fees compare
- Its flat or project fee of $4,200 is below the Florida median of $4,900. 48% of the 320 other Florida planners that publish a flat or project fee charge less.
- 6 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
About Wealth 73, LLC
“We offer investment management and financial planning services.”
- Principal: Michael Macke
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 2% a year
- Clients
- 47
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $25,830,675
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 316611
- Phone
- (904) 821-7373
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Create Wealth Financial Planning LLCJacksonville$1,000
- Img Wealth Management, Inc.Jacksonville$150/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.