Firm
Destiny Wealth Partners
Tavares, Florida
Fee-only
Destiny Wealth Partners at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 16 advisors are listed here; 6 of 16 hold the CFP.
- Its Form ADV reports 26 employees and 939 individual clients, 238 of them high net worth.
- Its average account is about $321,000 (assets it manages divided by its 2,949 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Tavares, Florida |
|---|---|
| Website | destinyprivatetrust.com |
| Phone | (352) 343-2700 |
Destiny Wealth Partners fees
Destiny Wealth Partners 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $947 million |
| Individual clients | 701 |
| High-net-worth clients | 238 |
| Accounts managed | 2,949 |
| Employees | 26 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-79789) |
| Financial planning | Offered |
| Form ADV filed | June 19, 2026 |
| SEC record | CRD 171346 |