PlannerFees

Axiom Founders Family Office fees and pricing

Financial planner in Scottsdale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, Axiom Founders Family Office charges $500 an hour, a flat or project fee of $15,000⁠-⁠$50,000, and an annual fee of $48,000⁠-⁠$180,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The Advisor’s hourly fee rate is $500 per hour.”
Flat or project fee
$15,000⁠-⁠$50,000
“AXIOM may charge a fixed fee for comprehensive financial planning services in the range of $15,000 to $50,000 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”
Annual fee
$48,000⁠-⁠$180,000/yr
“Personal CFO Professional Services AXIOM will charge a fixed fee for Personal CFO services in the range of $48,000 to $180,000 per annum as negotiated and contracted for with the client in advance, based at the discretion of the Advisor.”

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

How Axiom Founders Family Office bills

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

  • “New account fees will be prorated from the inception of the account to the end of the first quarter.”
  • “Fixed fees for investment advisory services are payable monthly in advance, based on the complexity of the investment management strategy employed as well as the size of the account or the overall client relationship.”
  • “Fixed fees will be negotiated and agreed upon by the parties in advance.”

How Axiom Founders Family Office’s fees compare

  • Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 45 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
  • Its flat or project fee of $15,000-$50,000 is above the Arizona median of $3,100. 98% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 44 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
  • Its annual fee of $48,000-$180,000 is above the Arizona median of $10,000. 100% of the 43 other Arizona planners that publish an annual fee charge less.
  • 14 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Axiom Founders Family Office

“Investment Advisory Services AXIOM Founders Family Office’s (“AXIOM” or “Advisor”) principal service is providing feebased investment advisory services and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2021 (5 years).

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
2.5% a year
Clients
20
Employees
2
Works with
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 selecting other advisers
Assets managed
$36,895,425
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
313318
Website
axiomcorp.com (opens in new tab)
Phone
(480) 367-9000

Other planners in Scottsdale that publish fees

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