Firm
New Era Advisory
Orlando, Florida
Fee-only
New Era Advisory 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 44 individual clients, 4 of them high net worth.
- Its average account is about $188,000 (assets it manages divided by its 94 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Website | newera-advisory.com |
| [email protected] | |
| Phone | (407) 440-4306 |
New Era 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.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 0.6% a year on the first tier of assets |
| How it charges | One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"An ongoing monthly flat fee of $100-$1,500 per month, also depending on the complexity." source
"The fees for this type of engagement range between $500-$5,000 based on the complexity and scope of the project." source
"$0 - $1,000,000 0.60%" source
"The fees for this type of engagement range between $500-$5,000 based on the complexity and scope of the project." 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 |
|---|---|
| Assets managed | $18 million |
| Individual clients | 40 |
| High-net-worth clients | 4 |
| Accounts managed | 94 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 319711 |