PlannerFees

Wealthadvisor365 fees and pricing

Financial planner in West Palm Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 5, 2026, Wealthadvisor365 charges $600 an hour, a flat or project fee of $6,750⁠-⁠$100,000, and a quarterly fee of $2,500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$600/hr
“We charge either a fixed fee ranging from $6,750 to $100,000 or an hourly rate of $600.”
Flat or project fee
$6,750⁠-⁠$100,000

From the same sentence as above.

Quarterly fee
$2,500⁠-⁠$25,000/qtr
“We charge a recurring fixed quarterly fee ranging from $2,500 to $25,000, paid quarterly in advance.”

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

How Wealthadvisor365 bills

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

  • “All fees described below are negotiable.”
  • “For fixed-fee projects, we may require a portion of the fee to be paid in advance, with the remaining balance due upon completion of services.”
  • “This fee is negotiable based on factors such as plan size and complexity.”

How Wealthadvisor365’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.
  • 8 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.
  • Its flat or project fee of $6,750-$100,000 is above the Florida median of $4,900. 99% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 6 of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

About Wealthadvisor365

“We also provide retirement plan consulting and management services to employer plan sponsors. Benevolent Planning provides integrated advisory services to business owners through two distinct engagement models: Ongoing Wealth Management and One-Time Planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$5,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
328400
Website
wealthadvisor365.com (opens in new tab)
Phone
(561) 475-2490

Other planners in West Palm Beach that publish fees

Compare all 21 planners in West Palm Beach

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.