Firm
DNA Wealth Management
Pensacola, Florida
Fee-only
DNA Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 39 individual clients, 13 of them high net worth.
- Its average account is about $219,000 (assets it manages divided by its 100 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Pensacola, Florida |
|---|---|
| Website | dnawealthmgt.com |
| Phone | (850) 450-1012 |
DNA Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"DNA Wealth Management does not have any account minimums." source
"For these types of engagements, we charge an hourly fee." source
"Our ongoing comprehensive financial planning service is a long term relationship" 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 | $22 million |
| Individual clients | 26 |
| High-net-worth clients | 13 |
| Accounts managed | 100 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 305791 |