Firm
Lefils Wealth Management
Orange City, Florida
Fee-only
Lefils Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 29 individual clients.
- Its average account is about $205,000 (assets it manages divided by its 61 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orange City, Florida |
|---|---|
| Website | lefilscpa.com/financial.php |
| Phone | (386) 775-6989 |
Lefils Wealth Management fees
Lefils Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $12 million |
| Individual clients | 29 |
| Accounts managed | 61 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 21, 2026 |
| SEC record | CRD 291681 |