Firm
Bedinghaus Financial Group
Clearwater, Florida
Fee-only
Bedinghaus Financial Group at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 5 individual clients, 2 of them high net worth.
- Its average account is about $378,000 (assets it manages divided by its 6 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Clearwater, Florida |
|---|---|
| Phone | (727) 461-1133 |
Bedinghaus Financial Group fees
Bedinghaus Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 3 |
| High-net-worth clients | 2 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | December 4, 2024 |
| SEC record | CRD 318378 |