A
Accessible Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Accessible Financial Planning LLC is a state-registered investment adviser founded in 2024 that provides investment management and financial planning services. Although categorized as an investment manager that often serves pooled or institutional assets, the firm’s brochure also describes services for individuals and high‑net‑worth clients, including portfolio management, project-based planning, and an ongoing individualized financial program.
The firm’s approach blends passive portfolio construction (using index mutual funds and ETFs) with fundamental analysis to establish asset allocation and security selection. It also works with third‑party sub‑advisers—assisting clients in selecting and monitoring those managers—and implements discretionary accounts with periodic reviews of client plans.
What is distinctive for a firm of this size and category is its programmatic offering of educational seminars and workshops, its documented process for recommending and conducting due diligence on other advisers, and its availability of hourly and fixed‑fee planning engagements. The practice is small and recently established, led by a single CFP professional and currently reports no assets under management, which may affect its scale and operational resources compared with larger managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for educational seminars ranging from $0 to $50,000 per event
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.60% $4,000,001+: Negotiable
$300 per hour for project-based financial planning
Minimum fee: $4,200 minimum annual fee for Individualized Financial Program (IFP) Fee-only: Financial planning services via Individualized Financial Program (IFP) at $350 to $1,000 per month billed monthly, totaling $4,200 to $12,000 annually; Project-based hourly financial planning at $300/hour; Educational seminars with fixed fees ranging from $0 to $50,000 per event
Main office location
Accessible Financial Planning LLC
Miami Lakes FL, United States
Number of offices
1
Most active in
Accessible Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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