Atlas Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$4,500

“A fixed-fee could be worked out and depending on the complexity and work needed for a comprehensive plan, this fee could range between $2,500 - $4,500.”

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

How Atlas Wealth Management, LLC bills

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

• “If the client terminates the agreement within five (5) business days, a full refund will be provided.”
• “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the quarter.”
• “If this Agreement is terminated prior to the end of the fee period, we shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”

How Atlas Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,500-$4,500 spans the Arizona median of $3,100. 55% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Atlas Wealth Management, LLC

• Principal: Ronald Lang
• Firm size: 3 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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% a year

Clients

93

Employees

3

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, pension consulting, and educational seminars and workshops

Assets managed

$74,071,395

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160433

Website

atlasbuildswealth.com (opens in new tab)

Phone

(888) 403-9400

Can advise clients in 3 states: Arizona, Delaware, Pennsylvania

Other planners in Cave Creek that publish fees

• Foothills Wealth Management, LLCCave Creek$350/hr, $1,500⁠-⁠$5,000
• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr

Compare all 404 planners in Arizona