Firm
LVS Advisory
Melbourne, Florida
Fee-only
LVS Advisory at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 41 individual clients.
- Its average account is about $544,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Melbourne, Florida |
|---|---|
| Website | lvsadvisory.com |
| Phone | (980) 365-9847 |
LVS Advisory 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.
| Account minimum | $200,000 |
|---|
In the firm's words
"Account minimum: $200,000." 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 41 |
| Accounts managed | 41 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 300488 |