Firm
Plan For Your Goals
Gulf Breeze, Florida
Fee-only
Plan For Your Goals 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 45 individual clients, 4 of them high net worth.
- Its average account is about $42,000 (assets it manages divided by its 238 accounts).
- Its ongoing planning fee starts at $4,992 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- 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 | Gulf Breeze, Florida |
|---|---|
| Website | planforyourgoals.com |
| Phone | (850) 786-3400 |
Plan For Your Goals 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 $4,992 a year |
|---|---|
| One-time plan | From $195 |
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"Book your $195 online session at a time that fits your life" source
"+$416/mo" source
"Get valuable financial advice you can put into action right away." 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 | $10 million |
| Individual clients | 41 |
| High-net-worth clients | 4 |
| Accounts managed | 238 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 320683 |