Aztec Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2018. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Basic Plan $500 Comprehensive Plan $1500 In the event that a client terminates the services the payor will be entitled to a refund of any unearned fees by subtracting the earned fees from the amount already collected based on the number of days remaining in the month.”

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

How Aztec Financial Group, LLC bills

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

• “The payor may elect to pay the fee by check or through a qualified, unaffiliated third-party processor.”

How Aztec Financial Group, LLC’s fees compare

• Its flat or project fee of $1,500 is below the New Hampshire median of $5,400. 14% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Aztec Financial Group, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

296987

Website

aztecfg.com (opens in new tab)

Phone

(603) 343-4515

Other planners in Dover that publish fees

• Rsi AdvisorsDover$500, $49/mo
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire