Firm
AVID Planning
Saint Petersburg, Florida
Fee-only
AVID Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 69 individual clients, 24 of them high net worth.
- Its average account is about $263,000 (assets it manages divided by its 223 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Saint Petersburg, Florida |
|---|---|
| Website | avidplanning.com |
| [email protected] | |
| Phone | (727) 228-6840 |
AVID Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,500 |
|---|---|
| How it charges | Flat fee |
In the firm's words
"Our $5,500 flat fee covers all areas of your finances for the first 12 months of working together" source
"Our flat fee of $5,500 for your PDFP will include" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $59 million |
| Individual clients | 45 |
| High-net-worth clients | 24 |
| Accounts managed | 223 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 284332 |