Firm
LULLA Wealth Financial
Vero Beach, Florida
Fee-only
LULLA Wealth Financial 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 77 individual clients, 5 of them high net worth.
- Its average account is about $133,000 (assets it manages divided by its 134 accounts).
- Its hourly rate of $250 is below the Florida median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Vero Beach, Florida |
|---|---|
| Website | lullafinancial.com |
| [email protected] | |
| Phone | (772) 257-9803 |
LULLA Wealth Financial 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.
| Hourly | $250 an hour |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Our minimum hourly fee is $ 250.00 per hour" source
"Our advisory fees do not exceed 1.5%." source
"Our minimum hourly fee is $ 250.00 per hour" source
"Percentage of assets under management (AUM Fee)" 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 | $18 million |
| Individual clients | 72 |
| High-net-worth clients | 5 |
| Accounts managed | 134 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 310592 |