Buckley Wealth fees and pricing

Financial planner in Las Vegas, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Buckley Wealth charges a flat or project fee of $50,000 and an annual fee of $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$50,000
“Flat fees will not exceed $50,000 generally charged semi-annually in arrears, payable via direct invoice.”
Annual fee
$50,000/yr
“Annual flat fees will not exceed $50,000.”

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

How Buckley Wealth bills

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

  • “Fees are negotiable and will be outlined in the advisory agreement to be signed by the client.”
  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter and will be deducted from client account(s).”
  • “If accounts are opened during the quarter, the advisory fee due will be calculated on a pro-rata basis.”

How Buckley Wealth’s fees compare

  • Its flat or project fee of $50,000 is above the Nevada median of $5,000. 100% of the 50 other Nevada planners that publish a flat or project fee charge less.
  • 26 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
  • Its annual fee of $50,000 is above the Nevada median of $8,000. 88% of the 16 other Nevada planners that publish an annual fee charge less.
  • 8 of the 9 other planners in Las Vegas that publish an annual fee charge less.

About Buckley Wealth

  • Firm size: 6 employees.
  • Registered as an adviser: 2017 (9 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% a year
Clients
210
Employees
6
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$643,967,767
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
285823
Website
buckleywealth.com (opens in new tab)
Phone
(702) 805-1010

Can advise clients in 7 states: Arizona, California, Hawaii, Idaho, Louisiana, Nevada, Texas

Other planners in Las Vegas that publish fees

Compare all 52 planners in Las Vegas

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.