Wealthera Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$2,000⁠-⁠$5,000

“Fixed fee rates range between $2,000 to $5,000.”

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

How Wealthera Financial Planning bills

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

• “Investment Management Services 7 The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $500 to $2,000.”

How Wealthera Financial Planning’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 7 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
• 15 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Wealthera Financial Planning

• Principal: Michelle Klein
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,720,076

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334521

Website

wealtheraplanning.com (opens in new tab)

Phone

(407) 765-9647

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

Compare all 44 planners in Orlando