Firm
Venture Wealth Solutions
Winter Park, Florida
Fee-only
Facts
| Based in | Winter Park, Florida |
|---|---|
| Website | venturewealthsolutions.com |
| Phone | (772) 285-0804 |
Venture Wealth Solutions 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.
| One-time plan | From $500 |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"What it costs: $500" source
"Quarterly planning fee based on your business and situation." source
"For ongoing planning clients, our AUM fee is discounted from our standard rate." 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 · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 334307 |