Firm
WELLth Financial Planning
Palm Beach Gardens, Florida
Fee-only
WELLth 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 39 individual clients, 5 of them high net worth.
- Its average account is about $127,000 (assets it manages divided by its 96 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Florida median of $4,200.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Palm Beach Gardens, Florida |
|---|
WELLth Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Ongoing comprehensive financial planning services start at $1,800/year, billed monthly." source
"Ongoing comprehensive financial planning services start at $1,800/year, billed monthly." 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 | Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 34 |
| High-net-worth clients | 5 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 310300 |