Aldrich Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$1,500⁠-⁠$4,000

“Services are offered based on a flat fee between $1,500 and $4,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aldrich Investment Management bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”

How Aldrich Investment Management’s fees compare

• Its hourly rate of $200 is below the Nevada median of $300. 13% of the 64 other Nevada planners that publish an hourly rate charge less.
• 3 of the 10 other planners in Henderson that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$4,000 is below the Nevada median of $5,000. 28% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Henderson that publish a flat or project fee charge less.

About Aldrich Investment Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.5% a year

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

342178

Website

Aldrichim.com (opens in new tab)

Phone

(702) 403-1113

Other planners in Henderson that publish fees

• Avalon Wealth PartnersHenderson$250/hr, $2,500⁠-⁠$5,000
• Capstone Capital Wealth AdvisorsHenderson$5,000⁠-⁠$20,000
• Curtis Wealth Management LLCHenderson$250/hr
• Diazo, LLCHenderson$1,000⁠-⁠$5,000
• Ensourceful, Inc.Henderson$150/hr
• Franklin Advisors CorpHenderson$500/hr

Compare all 15 planners in Henderson