Firm
WH Financial
Stuart, Florida
Fee-only
WH Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 46 individual clients, 2 of them high net worth.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Stuart, Florida |
|---|---|
| Website | whfinancial.net |
| Phone | (772) 233-4437 |
WH Financial fees
WH Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Fixed fees |
|---|---|
| Individual clients | 44 |
| High-net-worth clients | 2 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 287703 |