Firm
InsuraWealth
Tampa, Florida
Fee-only
Facts
| Based in | Tampa, Florida |
|---|---|
| Website | insurawealth.com |
| Phone | (305) 586-4006 |
InsuraWealth 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 $1,188 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$99 /mo flat monthly subscription" source
"Under $250,000 0.90%" source
"0.65 – 0.90 % annually, on assets under management" source
"0.65 – 0.90 % annually, on 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 | $17 million |
| Individual clients | 94 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 284628 |