Firm
Sapphire Wealth Consulting
Ponte Vedra Beach, Florida
Fee-only
Sapphire Wealth Consulting 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 74 individual clients, 24 of them high net worth.
- Its average account is about $183,000 (assets it manages divided by its 282 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Ponte Vedra Beach, Florida |
|---|---|
| Phone | (904) 728-2769 |
Sapphire Wealth Consulting fees
Sapphire Wealth Consulting 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 · Fixed fees |
|---|---|
| Assets managed | $52 million |
| Individual clients | 50 |
| High-net-worth clients | 24 |
| Accounts managed | 282 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 284007 |