Aja Financial LLC fees and pricing
Financial planner in Opelika, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 30, 2026, Aja Financial LLC charges a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,500
“The fixed fee can range between $500.00 and $1,500.00, depending on complexity and the needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aja Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
- “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, AF will not bill an amount above $500.00 more than 6 months in advance.”
How Aja Financial LLC’s fees compare
- Its flat or project fee of $500-$1,500 is below the Alabama median of $5,075. 9% of the 35 other Alabama planners that publish a flat or project fee charge less.
About Aja Financial LLC
- Principal: Timothy Aja
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
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
- 2% a year
- Clients
- 143
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27,198,872
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307409
- Phone
- (334) 744-0761
Other planners in Alabama that publish fees
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
- BCR Wealth StrategiesVestavia$1,500-$10,000, $6,250/yr
- BMSS Wesson Wealth SolutionsBirmingham$150-$400/hr, $2,500-$25,000
- Booth FinancialBirmingham$500-$5,000
- Brighthaven Financial AdvisorsHuntsville$250/hr, $500-$800
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.