Firm
Planned Financial Security
Haines City, Florida
Fee-only
Planned Financial Security 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 55 individual clients.
- Its average account is about $754,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Haines City, Florida |
|---|---|
| Phone | (863) 588-7000 |
Planned Financial Security fees
Planned Financial Security 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 |
|---|---|
| Assets managed | $41 million |
| Individual clients | 55 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 21, 2025 |
| SEC record | CRD 141924 |