Aim Capital fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 21, 2026, Aim Capital charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“An hourly fee of $300 per hour is charged by AIM Capital for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aim Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When fees are billed in advance, AIM Capital will prorate and refund any fees not charged but not earned during the final period.”
- “The amount of client assets on the termination date will be used to determine the final fee refund.”
- “The initial Account Fee is due at the beginning of the quarter following execution of this Agreement and will include the prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter.”
How Aim Capital’s fees compare
- Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Aim Capital
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.6% a year
- Clients
- 236
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $309,311,234
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165183
- Phone
- (480) 346-1556
Can advise clients in 4 states: Arizona, California, New Hampshire, Texas
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
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- 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.