Firm
Stadium Financial LLC
Lake Mary, Florida
Fee-only
Stadium Financial LLC 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 43 individual clients, 11 of them high net worth.
- Its average account is about $244,000 (assets it manages divided by its 110 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the Florida median of $4,200.
- Its hourly rate of $300 is in line with the Florida median of $300.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Lake Mary, Florida |
|---|---|
| Website | stadiumfinancial.com |
| [email protected] | |
| Phone | (407) 920-4421 |
Stadium 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 $1,000 a year |
|---|---|
| One-time plan | From $1,000 |
| Hourly | $300 an hour |
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"0.50% annual fee based on net worth (0.125% per quarter) with a $1,000 minimum fee ($250 per quarter)." source
"0.50% of net worth with a $1,000 minimum fee." source
"$300 per hour." source
"0.80% annual fee (0.20% per quarter) with $1,600 minimum fee" 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 | $27 million |
| Individual clients | 32 |
| High-net-worth clients | 11 |
| Accounts managed | 110 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 319545 |