Axia Wealth Management Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly consulting fees start at $350 per hour, depending on the complexity of Client’s circumstances and upon mutual agreement with Client.”

Flat or project fee

$5,000

“The minimum annual financial planning fee is $5,000 and for the first year, $1,250 is paid up front.”

Quarterly fee

$1,250/qtr

“The remaining $3,750 is billed at $1,250 per quarter beginning at the next quarterly cycle.”

Annual fee

$5,000/yr

“For 7 clients with less than $400,000 in AUM who still desire Financial Planning Services, AXIA’S annual fee will be $5,000.”

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

How Axia Wealth Management Inc bills

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

• “The subsequent year’s annual fee of $5,000 will be billed on a quarterly basis.”
• “Fees are computed and billed quarterly, in advance, and are based on the market value of Client’s Account on the last day of the month in the prior quarter.”
• “These fees are generally negotiable, and the final fee schedule is attached to Schedule A of the Retirement Plan Advisory and Services Agreement.”

How Axia Wealth Management Inc’s fees compare

• Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Oregon median of $4,000. 57% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 5 of the 11 other planners in Bend that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Oregon median of $7,750. 33% of the 33 other Oregon planners that publish an annual fee charge less.
• None of the 6 other planners in Bend that publish an annual fee charge less.

About Axia Wealth Management Inc

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Business owners

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

1.25% a year

Minimum

$400,000 in assets (stated in brochure)

Clients

152

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$148,002,969

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155890

Website

linkedin.com/axiawealthmanagementinc (opens in new tab)

Phone

(541) 647-1500

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

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000
• Capstone Wealth Management Group, Inc.Bend$95⁠-⁠$295/hr, $500⁠-⁠$7,000

Compare all 28 planners in Bend