Wealth Management Services Inc. fees and pricing
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 25, 2026, Wealth Management Services Inc. charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for financial planning is between $150 and $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Management Services Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in advance, and clients may terminate their contracts with thirty days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a month at the point of termination.”
- “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the month terminated.”
How Wealth Management Services Inc.’s fees compare
- Its hourly rate of $150-$250 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 14 other planners in Sarasota that publish an hourly rate charge less.
About Wealth Management Services Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $4,247,518
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164379
- Phone
- (941) 400-7912
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
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.