Wild Iris Financial fees and pricing
Financial planner in St. Petersburg, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Wild Iris Financial charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“The negotiated fixed rate for financial planning and consulting is between $2,500 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wild Iris Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of WIFL's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of WIFL’s fees, within five business days of signing the Financial Planning Agreement.”
How Wild Iris Financial’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Florida median of $4,900. 67% of the 320 other Florida planners that publish a flat or project fee charge less.
- 6 of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.
About Wild Iris Financial
- Firm size: 2 employees.
- Registered as an adviser: 2026.
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
- 8
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,307,745
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341074
- Phone
- (813) 324-5346
Other planners in St. Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Avid PlanningSt. Petersburg$286-$572/hr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000-$10,000
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.