Wellth Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly consulting services are provided at a flat rate of $300 per hour.”

Flat or project fee

$900

“The advisory fee is a flat fee of $900.00.”

Monthly fee

$125⁠-⁠$500/mo

“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $125.00 to $500.00 per month, depending on the complexity and needs of the client.”

Annual fee

$300⁠-⁠$1,500/yr

“Baseline planning fee - $1,500 per year + $300 per household member Additional complexity-based annual fees if client has planning needs pertaining to: o Business ownership - $480/year o Investment real estate - $300/year o Concentrated stock positions/custom risk hedging and/or equity compensation- $1,080/year o…”

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

How Wellth Financial Planning bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “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.”
• “An account may be terminated with written notice at least 14 calendar days in advance.”

How Wellth Financial Planning’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.
• Its flat or project fee of $900 is below the Florida median of $4,900. 8% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.
• Its annual fee of $300-$1,500 is below the Florida median of $4,800. 8% of the 97 other Florida planners that publish an annual fee charge less.

About Wellth Financial Planning

• Principal: Christopher Diodato
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

2% a year

Clients

39

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

$12,174,182

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310300

Website

wellthfp.com (opens in new tab)

Phone

(561) 972-8011

Can advise clients in 3 states: Florida, Louisiana, Pennsylvania

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500

Compare all 18 planners in Palm Beach Gardens