Babin Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees are paid monthly in advance, ranging from $100 to $300, based on our hourly rate of $300.”

Flat or project fee

$4,000

“Ongoing Financial Planning BWM collects an initial fee, no greater than $4,000.”

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

How Babin Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Babin Wealth Management’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is above the Arizona median of $3,100. 57% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 24 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Babin Wealth Management

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

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

1.35% a year

Clients

105

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$28,581,700

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332423

Website

babinwealth.com (opens in new tab)

Phone

(480) 805-8106

Can advise clients in 2 states: Arizona, California

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

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