Adam Advisory fees and pricing
Financial planner in Tucson, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 14, 2026, Adam Advisory charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“An annual financial planning fee of $3,000, billed quarterly in advance in four installments of $750 each.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adam Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Adjustments will be made for deposits and withdrawals during the billing period. 6 Portfolio Management Adam Advisory charges an annual fee based on a percentage of assets under management and is negotiable.”
How Adam Advisory’s fees compare
- Its flat or project fee of $3,000 is below the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 8 of the 13 other planners in Tucson that publish a flat or project fee charge less.
About Adam Advisory
- Principal: Jeffrey Adam
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- College 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% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343508
- Phone
- (602) 826-6866
Other planners in Tucson that publish fees
- Aio Financial, LLCTucson$750/qtr, $3,000/yr
- Becker Financial ServicesTucson$150/hr
- Cambridge Financial Group, LLCTucson$3,500-$71,000/yr
- Capital West Partners, LLCTucson$150/hr
- Elion Financial, LLCTucson$1,500, $3,000-$50,000/yr
- Enlightened Advisors Wealth Management LLCTucson$3,000
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.