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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 ProsCost of Financial Advisors - Stocks & Bonds in Florida1.2% of assets under management (Range: 0.80% - 1.60%) 3.25% of investment purchased (Range: 3.00% - 3.50%) Free Estimates from Local ProsCost 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 ProsCost of Retirement Planning & IRAs in Florida1.18% of assets under management (Range: 0.85% - 1.51%) 3.25% of investments purchased (Range: 3.00% - 3.50%) Free Estimates from Local ProsCost 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 ProsCost of Business 401K & SEP Plans in Florida0.47% of assets under management (Range: 0.18% - 0.75%) 2.25% of investments purchased (Range: 2.00% - 2.50%) Free Estimates from Local ProsCost of 401k Plans in Florida0.81% of assets under management (Range: 0.45% - 1.17%) 3.25% of investments purchased (Range: 3.00% - 3.50%) Free Estimates from Local ProsCost of 401-k Rollover Assistance in Florida1.18% 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.
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