Planalto Financial LLC
Huntsville, Alabama
Planalto Financial LLC at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Huntsville, Alabama |
|---|---|
| Website | planaltofinancial.com |
| [email protected] | |
| Phone | (363) 046-2102 |
Questions about Planalto Financial LLC
How much does Planalto Financial LLC charge?
Planalto Financial LLC publishes these prices: ongoing planning: from $2,400 a year; hourly: $150 an hour. We found this on its website, checked October 28, 2026.
How is Planalto Financial LLC paid?
Planalto Financial LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Planalto Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Planalto Financial LLC.
What does Planalto Financial LLC specialize in?
Planalto Financial LLC's advisors and website list international & expat planning, retirement planning, estate & legacy planning and tax planning.
Is Planalto Financial LLC accepting new clients?
Yes, according to Planalto Financial LLC's website, checked October 28, 2026.
Planalto Financial LLC 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 $2,400 a year |
|---|---|
| Hourly | $150 an hour |
| How it charges | Flat fee · Hourly · Ongoing planning fee |
In the firm's words
"$2,400 per year." source
"$150 per hour." source
"Planalto Financial offers hourly planning, flat-fee financial planning, and flat-fee planning with investment management." source
"Includes monthly monitoring for spending adjustments. $2,400 per year." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 338852 |