Firm
LifeCraft Wealth
Sunrise, Florida
Fee-only
LifeCraft Wealth 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 3 employees and 124 individual clients, 30 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 323 accounts).
- 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 | Sunrise, Florida |
|---|---|
| Website | lifecraftwealth.com |
| [email protected] | |
| Phone | (954) 384-5292 |
LifeCraft Wealth 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.
| Asset-based fee | 1.3% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $500,000" source
"Our Clients pay the Advisor a quarterly investment advisory fee based on the following schedule:" 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 | $73 million |
| Individual clients | 94 |
| High-net-worth clients | 30 |
| Accounts managed | 323 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 329797 |