Aurora Financial Planning & Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“The fixed-fee starts at $2,625.00 (minimum 7 hours @ $375.00 per hour) and increases, based on complexity and needs of the client.”

Flat or project fee

$2,625

From the same sentence as above.

Monthly fee

$99⁠-⁠$850/mo

“Comprehensive Financial Planning consists of an upfront charge set-up fee of $500 and an ongoing negotiated fee that is paid monthly, in advance, at the rate of $99.00-$850.00 per month.”

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

How Aurora Financial Planning & Investment Management LLC bills

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

• “The annual fees are pro-rated and paid in advance on a quarterly basis.”
• “Investment management fee is negotiable.”
• “Accounts managed by third-party money managers: fees are calculated in arrears at the end of each month and charged to the designated client account, appearing on the statement.”

How Aurora Financial Planning & Investment Management LLC’s fees compare

• Its hourly rate of $375 is above the Arizona median of $275. 75% of the 195 other Arizona planners that publish an hourly rate charge less.
• 32 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $2,625 is below the Arizona median of $3,100. 39% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 15 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Aurora Financial Planning & Investment Management LLC

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

Firm details from Form ADV

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,110,712

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291658

Website

aurorafinancialpim.com (opens in new tab)

Phone

(858) 205-7651

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

Compare all 121 planners in Scottsdale