3Roots Wealth Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly financial planning services are provided at a rate of $400 per hour.”

Flat or project fee

$5,000⁠-⁠$20,000

“For project-based financial planning, fees range between $5,000-$20,000 based on complexity and needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 3Roots Wealth Partners LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are directly debited from Client accounts, or the Client may choose to pay by check or electronic funds transfer.”
• “Fees are pro-rated and are paid in arrears on a monthly basis.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How 3Roots Wealth Partners LLC’s fees compare

• Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
• 37 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$20,000 is above the Arizona median of $3,100. 90% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 41 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About 3Roots Wealth Partners LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

106

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$92,647,972

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338300

Website

instagram.com/3roots_wealth_partners (opens in new tab)

Phone

(402) 980-1525

Can advise clients in 7 states: Arizona, California, Michigan, Nebraska, New York, Pennsylvania, Texas

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 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

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