Worthynest LLC fees and pricing
Financial planner in Punta Gorda, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Worthynest LLC charges a flat or project fee of $800, a monthly fee of $350, and a quarterly fee of $1,050 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $800
“Unless a special exception is made, there is a one-time, up-front fee of $800 for new Family Financial Planning or Investment Management clients.”
- Monthly fee
- $350/mo
“Family financial planning clients with less than $500,000 of direct assets under management pay a fixed ongoing fee of $350 monthly or $1,050 quarterly.”
- Quarterly fee
- $1,050/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Worthynest LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable at the advisor’s discretion.”
- “Fees may be paid via electronic funds transfer or check.”
- “Ongoing fees are paid in arrears, and fees are not pro-rated within a particular month.”
How Worthynest LLC’s fees compare
- Its flat or project fee of $800 is below the Florida median of $4,900. 7% of the 320 other Florida planners that publish a flat or project fee charge less.
About Worthynest LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2015 (11 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
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $18,022,274
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284872
- Phone
- (636) 344-9369
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.