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
- 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
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
- Darby Wealth Planning LLCLas Vegas$250-$500/hr, $500-$25,000
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.