Wiggin Financial Services fees
Financial planner in Fort Lauderdale, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Wiggin Financial Services (Fort Lauderdale, FL) charges $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the Florida median of $300; 4% of the 188 other planners in Florida that publish an hourly rate charge less. None of the 4 other planners in Fort Lauderdale charge less.
“For the purpose of this matter our current hourly rate is $150.00.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2009 (17 years)
How Wiggin Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our invoices are payable when rendered; if our invoice or invoices are not paid when rendered, the firm of WFS will have the right to cease providing any further services.”
- “If a client terminates the agreement for the Financial Plan before the plan is finalized, the fees will be prorated according to the time involved.”
About Wiggin Financial Services
“We offer general financial planning. Wiggin Financial Planning, P.A. also provides Investment management services on a discretionary basis.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 30
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 24, 2026
- CRD number
- 151596 (opens in new tab)
- Phone
- (954) 390-6191
Other planners in Fort Lauderdale that publish fees
- Acertado InvestmentsFort LauderdaleFlat $3,000-$6,800, Monthly $100-$300/mo
- Candor Strategic Partners LLCFort LauderdaleHourly $350/hr, Flat $3,000
- Elderkin Wealth Management LLCFort LauderdaleHourly $250/hr
- Green Musa Capital, LLCFort LauderdaleHourly $200-$1,000/hr
- Sirius Capital Advisors LLCFort LauderdaleHourly $100-$500/hr, Flat $500-$10,000
More planners in Florida that publish fees
- Brightwater Advisory, LLCTampaHourly $200-$400/hr, Flat $400-$3,000
- Sapphire Wealth Consulting, Inc.Ponte Vedra BeachFlat $5,000
- Total Financial Planning, LLCOrlandoHourly $275/hr, Flat $600-$2,000
- RC Private Wealth, LLCMiamiHourly $500/hr, Flat from $3,500
- Meira WealthCoral GablesFlat from $2,000
- Clarity Financial DesignSarasotaFlat $2,500-$10,000, Quarterly $450-$1,500/qtr
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.