Bradley Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The annual fixed fees generally range from $2,500 to $10,000, and hourly fees are assessed at a fixed rate of $150.”

Annual fee

$2,500⁠-⁠$10,000/yr

From the same sentence as above.

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

How Bradley Wealth LLC bills

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

• “This fee will be prorated and billed on a monthly basis in arrears, based on your average daily balance for the prior month.”
• “Our annual fees for financial planning services are negotiable; however, the hourly rate is non-negotiable.”
• “Our fees for retirement plan advisory services are negotiable. 6.”

How Bradley Wealth LLC’s 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.
• 1 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its annual fee of $2,500-$10,000 is below the Arizona median of $10,000. 33% of the 43 other Arizona planners that publish an annual fee charge less.
• 4 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Bradley Wealth LLC

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 years).

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

1.95% a year

Clients

204

Employees

5

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, selecting other advisers, and other services

Assets managed

$196,723,672

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

131808

Website

linkedin.com/in/jake-hall-101453127 (opens in new tab)

Phone

(480) 800-8638

Can advise clients in 8 states: Arizona, California, Colorado, Florida, Michigan, Texas, Utah, Washington

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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