Zuraw Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“On an hourly basis, ranging from $200 to $400 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.”

Flat or project fee

$500

“As a fixed fee, typically ranging from $500 and up, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client. 2.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Zuraw Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In limited circumstances and at ZF’s sole discretion, fees may be negotiable.”
• “New accounts are billed a prorated fee for the initial quarter under ZF’s management.”
• “Upon termination of an account, ZF will promptly refund a pro-‐rata portion of any unearned fees.”

How Zuraw Financial’s fees compare

• Its hourly rate of $200-$400 spans the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Delray Beach that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 3 other planners in Delray Beach that publish a flat or project fee charge less.

About Zuraw Financial

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Registered as an adviser: 2012 (14 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

Clients

51

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$70,081,547

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164527

Phone

(561) 272-7317

Other planners in Delray Beach that publish fees

• Atlas Capital Advisory LLCDelray Beach$150/hr, $500⁠-⁠$5,000
• Bfa Wealth ManagementDelray Beach$208/mo, $2,500/yr
• Indian River Financial Group, Inc.Delray Beach$500
• Roath Capital AdvisoryDelray Beach$250/hr, $1,250/qtr
• Stillpoint WealthDelray Beach$5,000
• Sundial Wealth LLCDelray Beach$500/hr

Compare all 10 planners in Delray Beach