Firm
Sunstate Wealth Management
Coral Gables, Florida
Fee-only
Sunstate Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 5 individual clients.
- Its average account is about $35.0 million (assets it manages divided by its 6 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coral Gables, Florida |
|---|---|
| Website | sunstatefl.com/wealth-management/overview |
| Phone | (305) 567-5524 |
Sunstate Wealth Management 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 | 0.3% to 1.2% a year |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"typically ranging between 0.30% and 1.20%" source
"typically ranging between 0.30% and 1.20%" source
"Minimum account size: $100,000" source
"The Wrap Fee is an annual asset-based fee - typically ranging between 0.30% and 1.20%" 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 | $210 million |
| Individual clients | 5 |
| Accounts managed | 6 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-122830) |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 317453 |