Firm
F5 Financial
Venice, Florida
Fee-only
F5 Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 123 individual clients, 66 of them high net worth.
- Its average account is about $285,000 (assets it manages divided by its 592 accounts).
- Its ongoing planning fee starts at $10,500 a year, above the Florida median of $4,200.
- Its hourly rate of $600 is above the Florida median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Venice, Florida |
|---|---|
| Website | f5fp.com/napfa |
| [email protected] | |
| Phone | (888) 454-1086 |
F5 Financial 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.
| Ongoing planning | From $10,500 a year |
|---|---|
| One-time plan | From $5,000 |
| Hourly | $600 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Starting at $10,500 per year" source
"One-time fee $5,000" source
"Planning fee $600 per hour" source
"Our fee depends on the amount of assets under management." 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 | $169 million |
| Individual clients | 57 |
| High-net-worth clients | 66 |
| Accounts managed | 592 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-122310) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 170674 |