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
- 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
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- 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.