Alkeme Investments LLC fees and pricing

Financial planner in Scottsdale, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Alkeme Investments LLC charges $300⁠-⁠$550 an hour and a flat or project fee of $2,000⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$550/hr
“The hourly charge will not exceed ranges from $300 to $550 per hour, depending on the Advisor’s experience, market rate where the Advisor operates, and the nature of the services provided.”
Flat or project fee
$2,000⁠-⁠$7,500
“Fees may range from an agreed upon fixed rate, typically ranging from $2,000 to $7,500, or an hourly charge.”

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

How Alkeme Investments LLC bills

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

  • “We charge our investment management fees quarterly in arrears.”
  • “In some cases, a Third Party Manager selected will charge its fees in advance or using some other calculation method.”
  • “Fees will be invoiced after services are rendered, and after any agreed-on deliverable (as described in the Financial Planning Agreement) have been provided.”

How Alkeme Investments LLC’s fees compare

  • Its hourly rate of $300-$550 is above the Arizona median of $275. 85% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 43 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$7,500 spans the Arizona median of $3,100. 59% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 25 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Alkeme Investments LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • 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
2.75% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
332434
Phone
(480) 588-0825

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