Firm
Professional Advisory Services
Vero Beach, Florida
Fee-only
Professional Advisory Services at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 9 advisors are listed here; 3 of 9 hold the CFP.
- Its Form ADV reports 13 employees and 596 individual clients, 252 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 1,234 accounts).
- 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 | Vero Beach, Florida |
|---|---|
| Website | pa-services.com |
| [email protected] | |
| Phone | (772) 778-0552 |
Professional Advisory Services 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% on the first $500,000" source
"0.50% on amounts above $5,000,000" source
"1.00% on the first $500,000" source
"we recommend a minimum of $500,000 to properly allocate our Portfolio holdings and ensure adequate diversification" 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 |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 344 |
| High-net-worth clients | 252 |
| Accounts managed | 1,234 |
| Employees | 13 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-14090) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 105397 |