Almega Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated September 25, 2026, Almega Wealth Management charges $300⁠-⁠$1,200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$1,200/hr; “Hourly rates are billed commensurate with the skill level and experience of the team member providing the services, ranging from $300 to $1,200 per hour.”

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

“The fees associated with direct indexing are billed directly to the client by the outsourced agent.”
“For partial quarters, fees are prorated based on the number of days remaining in the quarter.”
“Almega provides clients with a quarterly performance report which includes a fee invoice.”

Its hourly rate of $300-$1,200 is above the Arizona median of $275. 99% of the 195 other Arizona planners that publish an hourly rate charge less.
52 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

“It provides professional tax services to clients and non-clients of Almega Wealth Management.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 243
Employees: 7
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, educational seminars and workshops, and other services
Assets managed: $134,306,196
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 316840
Website: x.com/almegawealth (opens in new tab)
Phone: (480) 770-4700

Is something on this page wrong or out of date?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.