Lebrigh Life Planners, LLC
Oldsmar, Florida
Lebrigh Life Planners, LLC 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 average account is about $1.5 million (assets it manages divided by its 4 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Oldsmar, Florida |
|---|---|
| Website | lebrighlifeplanners.com |
| [email protected] | |
| Phone | (813) 891-9599 |
Questions about Lebrigh Life Planners, LLC
How much does Lebrigh Life Planners, LLC charge?
Lebrigh Life Planners, LLC publishes these prices: ongoing planning: from $5,000 a year. We found this on its website, checked October 28, 2026.
How is Lebrigh Life Planners, LLC paid?
Lebrigh Life Planners, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Lebrigh Life Planners, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lebrigh Life Planners, LLC.
What is the average account at Lebrigh Life Planners, LLC?
Lebrigh Life Planners, LLC's average account is about $1.5 million. That's the assets on its Form ADV divided by its 4 accounts.
Lebrigh Life Planners, 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Fees are the greater of: $5,000, 2% of total income or 1% of the first $500,000 of net worth" source
"Fees are the greater of: $5,000, 2% of total income or 1% of the first $500,000 of net worth" 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 | $6 million |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 132060 |
Advisors at this firm (1)
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