Firm
Ongoing Wealth Management
Key Largo, Florida
Fee-only
Ongoing Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 121 individual clients, 7 of them high net worth.
- Its average account is about $118,000 (assets it manages divided by its 269 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Key Largo, Florida |
|---|---|
| Website | ongoingwealthmanagement.com |
| Phone | (305) 394-8863 |
Ongoing Wealth Management fees
Ongoing Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Performance-based fees |
|---|---|
| Assets managed | $32 million |
| Individual clients | 114 |
| High-net-worth clients | 7 |
| Accounts managed | 269 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 319325 |