WealthEra Financial Planning 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 15 individual clients, 2 of them high net worth.
- Its average account is about $192,000 (assets it manages divided by its 35 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|
Questions about WealthEra Financial Planning
How much does WealthEra Financial Planning charge?
WealthEra Financial Planning publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is WealthEra Financial Planning paid?
WealthEra Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does WealthEra Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at WealthEra Financial Planning.
What is the average account at WealthEra Financial Planning?
WealthEra Financial Planning's average account is about $192,000. That's the assets on its Form ADV divided by its 35 accounts.
What does WealthEra Financial Planning specialize in?
WealthEra Financial Planning's advisors and website list retirement planning, estate & legacy planning and tax planning.
WealthEra Financial Planning fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Flat fee |
In the firm's words
"starting at 1% annually for managed assets, with tiered reductions as your portfolio grows" source
"I primarily operate on an assets under management (AUM) fee schedule, starting at 1% annually for managed assets" source
"project-based planning and flat fees can be accommodated" source
"project-based planning and flat fees can be accommodated" 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 | $7 million |
| Individual clients | 13 |
| High-net-worth clients | 2 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 334521 |