212 Wealth Management fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 18, 2026, 212 Wealth Management charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Advisor’s hourly fee rate is $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 212 Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pursuant to an Investment Advisory contract signed by each client, the client will pay 212 Wealth Management an annual management fee, payable monthly or quarterly in advance or in arrears.”
- “Fees billed in advance will be based on the value of portfolio assets of the account managed by the Advisor as of the opening of business on the first business day of each billing period.”
- “Fees billed in arrears will be based on the value of portfolio assets of the account on the last business day of the billing period.”
How 212 Wealth Management’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 13 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About 212 Wealth Management
“Investment Management Services 212 Wealth Management LLC’s (“212 Wealth Management” or “Advisor”) principal service is providing fee-based investment management services and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $2,111,578
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325317
- Website
- 212wm.com (opens in new tab)
- Phone
- (480) 716-7066
Can advise clients in 2 states: Arizona, California
Other planners in Scottsdale that publish fees
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
- Alkeme Investments LLCScottsdale$300-$550/hr, $2,000-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.