Ardent Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 7, 2024. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“The FP Fee is either (1) a fixed monthly fee generally ranging up to $500 or subject to custom pricing for certain Clients (based on the complexity of the client’s holdings) – all work related to these fees will be completed within 30 days prior to the next monthly charge for ongoing services or (2) a one-time fee…”

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

How Ardent Wealth Management bills

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

• “The Advisory Fee is payable monthly in advance based on the market value of each Client’s account as of the last business day of the prior month.”
• “The Advisory Fee for the initial month is calculated on a pro-rata basis commencing on the date assets are designated to Ardent for management under the Wealth Management Agreement.”
• “Third-party software unaffiliated with Ardent processes ACH or credit card payments.”

How Ardent Wealth Management’s fees compare

• 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 Ardent Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

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, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332593

Website

adentwealthmanagement.com (opens in new tab)

Phone

(480) 382-3151

Can advise clients in 2 states: Arizona, Michigan

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
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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