Blakely Walters Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“BWWM reserves the right to waive the fee should the Client implement the plan through BWWM. 5 Blakely Walters Wealth Management ADV Part 2A April 2026 FIXED FEES Fixed fee services are offered based on a fixed fee to never exceed $10,000, depending on the complexity of the engagement.”

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

How Blakely Walters Wealth Management bills

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

• “These fees are payable monthly in arrears, based on the value of portfolio assets of the account on the last business day of the billing period.”
• “Fees (Stand-alone service) are invoiced directly to the Client.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Blakely Walters Wealth Management’s fees compare

• Its flat or project fee of $10,000 is above the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 37 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Blakely Walters Wealth Management

• Firm size: 7 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

314

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$173,704,025

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324410

Website

blakelywalters.com (opens in new tab)

Phone

(480) 776-5897

Can advise clients in 6 states: Arizona, California, Colorado, Florida, North Carolina, Texas

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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