Firm
Wealth 73
Jacksonville, Florida
Fee-only
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | wealth73.com |
| [email protected] | |
| Phone | (904) 821-7373 |
Wealth 73 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.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $4,200 |
| Asset-based fee | 0.6% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Individual $350 /mo" source
"Individual $4,200" source
"$0 – $1,000,000 0.60%" 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 | $26 million |
| Individual clients | 34 |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 316611 |