Firm
Ocean Breeze LLC
Winter Garden, Florida
Fee-only
Ocean Breeze LLC 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 24 individual clients, 6 of them high net worth.
- Its average account is about $386,000 (assets it manages divided by its 90 accounts).
- 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 | Winter Garden, Florida |
|---|---|
| Website | oceanbreezewealth.com |
| [email protected] | |
| Phone | (301) 247-3354 |
Ocean Breeze LLC fees
Ocean Breeze LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $35 million |
| Individual clients | 18 |
| High-net-worth clients | 6 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 9, 2026 |
| SEC record | CRD 292434 |