Alpha Fiduciary fees and pricing

Firm size: 4 employees.
Registered as an adviser: 2007 (19 years).

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

According to its Form ADV Part 2A brochure dated September 1, 2026, Alpha Fiduciary charges $350 an hour for financial planning.

Published fees

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

Hourly rate: $350/hr; “Fees for financial planning and consulting through Alpha Fiduciary (beyond those included at no charge with our investment management services) are negotiable but are generally $350 per hour on an hourly rate basis or from $1,000 to $10,000 on a fixed- fee basis, depending upon the level and scope of the service(s)…”

Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
28 of the 42 other planners in Phoenix that publish an hourly rate charge less.

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: 1.15% a year
Clients: 91
Employees: 4
Works with: Individuals, high net worth individuals, investment companies, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selecting other advisers
Assets managed: $113,992,108
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 144720
Website: alphafiduciary.com (opens in new tab)
Phone: (480) 505-4033

Can advise clients in 5 states: Arizona, California, Illinois, Texas, Washington

Is something on this page wrong or out of date?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