Akkadian Wealth LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Akkadian Wealth LLC charges $500 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“We will charge an hourly fee of $500 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
- Flat or project fee
- $1,000-$5,000
“Akkadian Wealth may also provide a comprehensive financial plan for a fixed fee of $1,000$5,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Akkadian Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will send you an invoice detailing the fee calculation.”
- “Fees are due in full 15 days after receipt of the invoice.”
How Akkadian Wealth LLC’s fees compare
- Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
- 45 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 17 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Akkadian Wealth LLC
“We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Insurance analysis
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
- 1.45% a year
- Minimum
- No minimum stated in brochure
- Clients
- 18
- Employees
- 1
- 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
- $5,023,210
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 324482
- Phone
- (480) 757-4180
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
- Aim CapitalScottsdale$300/hr
- 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.