Able Financial Group, LLC fees and pricing

Financial planner in Scottsdale, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Able Financial Group, LLC charges $600 an hour and a flat or project fee of $35,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$600/hr
“The maximum hourly fee to be charged will not exceed $600.”
Flat or project fee
$35,000
“The ADV Part 2A – Firm Brochure Page 6 ABLE Financial Group, LLC maximum flat fee to be charged will not exceed $35,000.”

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

How Able Financial Group, LLC bills

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

  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “In rare cases, our firm will agree to directly invoice.”
  • “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

How Able Financial Group, LLC’s fees compare

  • Its hourly rate of $600 is above the Arizona median of $275. 97% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 49 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
  • Its flat or project fee of $35,000 is above the Arizona median of $3,100. 99% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 46 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Able Financial Group, LLC

  • Firm size: 14 employees.
  • Registered as an adviser: 2023 (3 years).

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
613
Employees
14
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$732,941,557
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
323646
Website
ablefinancialgroup.com (opens in new tab)
Phone
(480) 258-6104

Can advise clients in 14 states: Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, New York, Texas, Utah, Virginia

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