49TH Parallel Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$399/hr

“Our hourly rate is $399.”

Flat or project fee

$1,500

“Fixed fee rates are a minimum of $1,500, not to exceed a maximum of $60,000.”

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

How 49TH Parallel Wealth Management bills

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

• “The exact fee will be listed within the Client agreement and is negotiable upon the Advisor’s discretion.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “If a third‑party accounting or tax firm prepares or files any portion of a client’s return(s), the client is responsible for fees payable to the third-party firm.”

How 49TH Parallel Wealth Management’s fees compare

• Its hourly rate of $399 is above the Arizona median of $275. 78% of the 195 other Arizona planners that publish an hourly rate charge less.
• 36 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 8 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About 49TH Parallel Wealth Management

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

13

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$9,388,353

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332829

Website

youtube.com/@LucasWennersten/featured (opens in new tab)

Phone

(480) 520-7770

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 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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