Wintrice Money Advisors, LLC fees and pricing
Financial planner in West Palm Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Wintrice Money Advisors, LLC charges a quarterly fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $750/qtr
“FINANCIAL PLANNING and CONSULTING Ongoing Financial Planning Ongoing Financial Planning services are offered for $750 per quarter, paid in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wintrice Money Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “Investment management fees are billed quarterly, in arrears, meaning that we invoice you after each calendar quarter.”
About Wintrice Money Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2009 (17 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
- 11
- 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
- $2,626,473
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151272
- Phone
- (561) 557-3174
Other planners in West Palm Beach that publish fees
- Agnello Financial Group, Inc.West Palm Beach$250/hr
- Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
- Blue Marlin Advisors, LLCWest Palm Beach$400-$500, $200-$350/mo
- Blue Ocean CapitalWest Palm Beach$100-$300/hr
- Capital Asset Management Group, Inc.West Palm Beach$300/hr
- FacetWest Palm Beach$2,600-$10,000/yr
Is something on this page wrong or out of date?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.