Bledsoe Asset Management, LLC fees and pricing
Financial planner in Phoenix, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Bledsoe Asset Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Planning fees are not negotiable and are charged in accordance with the following fee schedule: $250 per hour for CFP, $185 per hour for Para-Planner, and $90 per hour for Administrative Assistant.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bledsoe Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are not negotiable and they are not based on a share of capital gains upon or capital 6 appreciation of the funds or any portion of the funds in your account.”
- “You will be provided with an account statement from Schwab reflecting the deduction of the advisory fee as well as an invoice from BAM.”
- “Advisory fees will be charged in advance of the billing period.”
How Bledsoe Asset Management, LLC’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 11 of the 42 other planners in Phoenix that publish an hourly rate charge less.
About Bledsoe Asset Management, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2021 (5 years).
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
- 1.2% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 341
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $188,991,340
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145943
- Phone
- (602) 595-2324
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Copper Square Private Wealth, LLCPhoenix$350/hr, $1,500-$10,000
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.