Firm
Teradime Financial
Aventura, Florida
Fee-only
Teradime Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 20 individual clients, 17 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 28 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Aventura, Florida |
|---|---|
| Website | teradimefinancial.com |
| Phone | (917) 679-7159 |
Teradime Financial fees
Teradime Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 3 |
| High-net-worth clients | 17 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 283401 |