Firm
Privileged Planning
Green Cove Springs, Florida
Fee-only
Facts
| Based in | Green Cove Springs, Florida |
|---|---|
| Website | privilegedplanning.com |
| Phone | (904) 217-5481 |
Privileged Planning 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 $3,750 a year |
|---|---|
| One-time plan | From $2,000 |
| Hourly | $300 an hour |
| Asset-based fee | 1.85% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Flat Fee: Starts at $3,750 for individuals, $5,000 for businesses" source
"Our Financial Plans commence at $2,000" source
"Subsequent strategy meetings are billed at $300 per hour." source
"1.85%" 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 | $41 million |
| Individual clients | 182 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 327124 |