Big Cedar Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Service Fee Type and Amount Comprehensive Financial Plan $2,500 fixed fee Annual Financial Plan Review $1,000 fixed fee Separate Financial Planning Consultations $200 hourly fee Big Cedar Investment Advisors may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the…”

Flat or project fee

$1,000⁠-⁠$2,500

From the same sentence as above.

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

How Big Cedar Investment Advisors bills

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

• “Fees are negotiable and may vary from client to client.”
• “Fees are quoted in advance and must be accepted by client prior to service commencement.”
• “As the management fees are charged in arrears, Big Cedar Investment Advisors does not offer refunds as services have already been performed.”

How Big Cedar Investment Advisors’ fees compare

• Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 7 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Arizona median of $3,100. 24% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 10 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Big Cedar Investment Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Equity compensation

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

1.1% a year

Clients

7

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$92,229,814

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281788

Website

bigcedaradvisors.com (opens in new tab)

Phone

(414) 477-3577

Can advise clients in 2 states: Arizona, Wisconsin

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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