Firm
Frankly Finances
Winter Park, Florida
Fee-only
Facts
| Based in | Winter Park, Florida |
|---|---|
| Website | franklyfinances.com |
| Phone | (786) 897-5035 |
Frankly Finances 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.
| Ongoing planning | From $8,000 a year |
|---|---|
| One-time plan | From $2,500 |
| Hourly | $350 an hour |
| How it charges | Hourly · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"starting at $8,000" source
"Financial Checkup starting at $2,500" source
"Hourly planning starting at $350 /hour" source
"Hourly planning starting at $350 /hour" 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 | Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $204 million |
| Individual clients | 4 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 321270 |