Firm
The Financial Pharmacist
Aventura, Florida
Fee-only
The Financial Pharmacist 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 20 individual clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Aventura, Florida |
|---|---|
| Website | thefinancialpharmacist.com |
| Phone | (305) 935-5499 |
The Financial Pharmacist fees
The Financial Pharmacist doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 20 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 17, 2023 |
| SEC record | CRD 141554 |