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Florida Financial Advisors Costs & Prices - ProMatcher Cost Report

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Florida Financial Advisors Costs & Prices


We have collected data statewide to help calculate the average cost of financial advisors in Florida. The following are average costs and prices reported back to us:

Cost of Financial Planning in Florida

1.17% of assets under management (Range: 0.90% - 1.43%)
0.15% of investment purchased (Range: 0.10% - 0.20%)
Free Estimates from Local Pros

Cost of Financial Advisors - Stocks & Bonds in Florida

3.25% of investment purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management in Florida

$201.67 hourly rate (Range: $141.67 - $261.67)
8.13% of assets under management (Range: 5.50% - 10.75%)
2.75% of investments purchased (Range: 2.25% - 3.25%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in Florida

1.17% of assets under management (Range: 0.90% - 1.43%)
3.25% of investments purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in Florida

1.25% of assets under management (Range: 1.00% - 1.50%)
3.25% of investment purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans in Florida

0.33% of assets under management (Range: 0.15% - 0.50%)
2.25% of investments purchased (Range: 2.00% - 2.50%)
Free Estimates from Local Pros

Cost of 401k Plans in Florida

0.33% of assets under management (Range: 0.15% - 0.50%)
3.25% of investments purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in Florida

1.17% of assets under management (Range: 0.90% - 1.43%)
4.13% of investments purchased (Range: 3.50% - 4.75%)
Free Estimates from Local Pros
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
Financial Advisors > Costs & Prices > Florida Financial Advisors Costs & Prices

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