Sundial Wealth LLC

Sundial Wealth LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Delray Beach, Florida. On its latest Form ADV, filed November 2, 2026, it reports $126M in regulatory assets under management, 58 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	321900 · SEC file 801-135014
Office	904 SE 5th Avenue Delray Beach, FL 33483
Phone	(561) 302-4371
Website	www.sundialwealth.com
Regulatory assets under management	$126M
Individual clients	7 non-high-net-worth, 51 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	November 2, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Delray Beach

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• LVR Research, LLC $24M
• Keating Investment Counselors Inc $383M

See all 5 fee-only advisers in Delray Beach →

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