Florida Financial Planning
Winter Garden, Florida
Florida Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $6,000 a year, above the Florida median of $4,200.
- Its hourly rate of $300 is in line with the Florida median of $300.
- 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 | Winter Garden, Florida |
|---|---|
| Website | floridafinancialplan.com |
| [email protected] | |
| Phone | (407) 316-2120 |
Questions about Florida Financial Planning
How much does Florida Financial Planning charge?
Florida Financial Planning publishes these prices: ongoing planning: from $6,000 a year; one-time plan: from $3,000; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
How is Florida Financial Planning paid?
Florida Financial Planning's Form ADV says it is paid by: fixed fees.
How many advisors does Florida Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Florida Financial Planning.
What does Florida Financial Planning specialize in?
Florida Financial Planning's advisors and website list retirement planning, tax planning, estate & legacy planning and flat-fee planning.
Is Florida Financial Planning accepting new clients?
Yes, according to Florida Financial Planning's website, checked October 28, 2026.
Does Florida Financial Planning work with clients virtually?
Yes. Florida Financial Planning's website says it works with clients virtually.
Florida Financial Planning 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 $6,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $300 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$6,000" source
"$3,000 - $4,500" source
"I base the fee on the time involved (at $300/hour)" source
"Have accumulated $500k+ in retirement savings (401(k), IRA, brokerage accounts)." 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 | Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 333002 |
Advisors at this firm (1)
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