Adaptive Wealth Engineering fees and pricing

Financial planner in Las Vegas, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 29, 2026, Adaptive Wealth Engineering charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Principals $500/hour, nonprincipal advisors $200/hour and administrative staff at $75/hour.”

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

“Account cash flows are prorated for fees.”
“The fee for a financial plan is payable in advance.”
“Clients may terminate the agreement at any time, and a refund of the unearned fees will be made, based on the time and effort expended by Adaptive Wealth Engineering, Inc. before termination.”

Its hourly rate of $500 is above the Nevada median of $300. 80% of the 64 other Nevada planners that publish an hourly rate charge less.
20 of the 24 other planners in Las Vegas that publish an hourly rate charge less.

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: 113
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $213,976,612
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111243
Website: linkedin.com/company/aweadvisors (opens in new tab)
Phone: (702) 838-9999

Can advise clients in 4 states: Arizona, California, Nevada, Texas

Is something on this page wrong or out of date?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.