Firm
MADE Financial Design
Land O Lakes, Florida
Fee-only
MADE Financial Design 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 and 9 individual clients, 4 of them high net worth.
- Its average account is about $187,000 (assets it manages divided by its 17 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Florida median of $4,200.
- Its hourly rate of $300 is in line with 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 | Land O Lakes, Florida |
|---|---|
| Website | madefinancialdesign.com |
| [email protected] | |
| Phone | (656) 222-1252 |
MADE Financial Design 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 $3,000 a year |
|---|---|
| Hourly | $300 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Pricing starts at $250/month ." source
"We also offer project-based financial planning services at an hourly rate of $300" source
"Our comprehensive financial planning services are available through both an assets under management model and a subscription model" source
"Subscription-Based Financial Planning is for clients who want ongoing, personalized financial advice without investment management. Pricing starts at $250/month ." 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 | $3 million |
| Individual clients | 5 |
| High-net-worth clients | 4 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 333520 |