Becker Financial Services fees and pricing
Financial planner in Tucson, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Becker Financial Services charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Financial plans are provided at an hourly rate of $150.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Becker Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for planning services are agreed upon in advance in writing and due when the plan is delivered.”
- “The client will pay the fee by check or cash.”
- “The hourly rate is negotiable based upon the time frame for completion and scope of services requested.”
How Becker Financial Services’ fees compare
- Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
- None of the 16 other planners in Tucson that publish an hourly rate charge less.
About Becker Financial Services
“The Adviser offers clients financial planning services to evaluate their financial situation, goals and risk tolerance. The Adviser may offer comprehensive planning services, or the client may desire advice on certain planning components; the Adviser can tailor services as desired by the client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113783
- Phone
- (520) 298-3100
Other planners in Tucson that publish fees
- Adam AdvisoryTucson$3,000
- Aio Financial, LLCTucson$750/qtr, $3,000/yr
- Cambridge Financial Group, LLCTucson$3,500-$71,000/yr
- Capital West Partners, LLCTucson$150/hr
- Elion Financial, LLCTucson$1,500, $3,000-$50,000/yr
- Enlightened Advisors Wealth Management LLCTucson$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.