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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

$125.00 fee only - hourly rate (Range: $50.00 - $200.00)
1.08% of assets under management (Range: 0.80% - 1.35%)
0.15% of investment purchased (Range: 0.10% - 0.20%)
Free Estimates from Local Pros

Cost of Financial Advisors - Stocks & Bonds in Florida

1.2% of assets under management (Range: 0.80% - 1.60%)
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)
4.67% of assets under management (Range: 3.15% - 6.18%)
2.75% of investments purchased (Range: 2.25% - 3.25%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in Florida

1.18% of assets under management (Range: 0.85% - 1.51%)
3.25% of investments purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in Florida

$350.00 fee only (hourly rate) (Range: $200.00 - $500.00)
1.05% of assets under management (Range: 0.87% - 1.23%)
3.25% of investment purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans in Florida

0.47% of assets under management (Range: 0.18% - 0.75%)
2.25% of investments purchased (Range: 2.00% - 2.50%)
Free Estimates from Local Pros

Cost of 401k Plans in Florida

0.81% of assets under management (Range: 0.45% - 1.17%)
3.25% of investments purchased (Range: 3.00% - 3.50%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in Florida

1.18% of assets under management (Range: 0.85% - 1.51%)
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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