Firm
Financial Life Designs LLC
Lake Mary, Florida
Fee-only
Financial Life Designs LLC 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 39 individual clients, 16 of them high net worth.
- Its average account is about $312,000 (assets it manages divided by its 121 accounts).
- Its hourly rate of $300 is in line with the Florida median of $300.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Lake Mary, Florida |
|---|---|
| Website | financiallifedesigns.net |
| [email protected] | |
| Phone | (407) 590-9372 |
Financial Life Designs LLC 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.
| Hourly | $300 an hour |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Flat fee · Hourly |
In the firm's words
"The current hourly planning rate is $300" source
"The AUM fee structure is the most common at Financial Life Designs LLC." source
"Project Planning fees are 'flat' fees that are determined by the project you select" source
"Project Planning fees are 'flat' fees that are determined by the project you select" 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 | $38 million |
| Individual clients | 23 |
| High-net-worth clients | 16 |
| Accounts managed | 121 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 285241 |