Axiom Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The client is billed monthly in arrears at $150 per hour for any additional hours used.”

Flat or project fee

$5,000

“Page 7 Our Financial Planning fees are charged $5,000 to cover the set-up and ongoing use of Money Guide Pro (the Financial Planning Software) and three hours of Financial Advising.”

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

How Axiom Wealth Strategies, LLC bills

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

• “When a Client engages or terminates this agreement with AWS mid-quarter, fees and refunds will be calculated on a pro-rata basis for that quarter.”
• “Calculations are as follows: [Deposit or Withdrawal x Advisory Account Fee] / 360 x Prorated Days = Billing Amount for Partial Quarter.”

How Axiom Wealth Strategies, LLC’s fees compare

• Its hourly rate of $150 is below the Oregon median of $250. 5% of the 123 other Oregon planners that publish an hourly rate charge less.
• None 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.

About Axiom Wealth Strategies, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.5% a year

Clients

272

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$124,726,210

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313124

Website

x.com/AxiomWealth (opens in new tab)

Phone

(541) 389-7777

Can advise clients in 4 states: Idaho, 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
• Axia Wealth Management IncBend$350/hr, $5,000
• Capstone Wealth Management Group, Inc.Bend$95⁠-⁠$295/hr, $500⁠-⁠$7,000

Compare all 28 planners in Bend