Wise Stewardship Financial Planning, LLC fees and pricing
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Wise Stewardship Financial Planning, LLC charges $450 an hour, a flat or project fee of $999-$25,000, and a monthly fee of $59-$2,999 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Financial planning fee may be offered at an hourly rate of $450 per hour.”
- Flat or project fee
- $999-$25,000
“The fixed fee can range between $999.00 and $25,000.00.”
- Monthly fee
- $59-$2,999/mo
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $499.00 to $5,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $59.00 to $2999.00 per month, depending on the complexity and needs of the…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wise Stewardship Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by electronic funds transfer or check.”
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Wise Stewardship Financial Planning, LLC’s fees compare
- Its hourly rate of $450 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
- 10 of the 14 other planners in Sarasota that publish an hourly rate charge less.
- Its flat or project fee of $999-$25,000 spans the Florida median of $4,900. 85% of the 320 other Florida planners that publish a flat or project fee charge less.
- 8 of the 12 other planners in Sarasota that publish a flat or project fee charge less.
About Wise Stewardship Financial Planning, LLC
- Principal: Daniel Kopp
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
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
- 1.5% a year
- Clients
- 36
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $27,420,588
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299721
- Phone
- (857) 209-8437
Can advise clients in 2 states: Florida, Massachusetts
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
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.