Bugle Valley fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,500⁠-⁠$6,500

“Fixed fee rates generally range from $4,500 to $6,500.”

Annual fee

$8,000⁠-⁠$25,000/yr

“We charge an annual fee ranging from $8,000 to $25,000 based on complexity and is negotiable.”

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

How Bugle Valley bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The final fee is negotiable and is determined based on the scope and complexity of the engagement.”
• “The annual advisory fee is paid quarterly in advance.”

How Bugle Valley’s fees compare

• Its flat or project fee of $4,500-$6,500 is above the Arizona median of $3,100. 68% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Chandler that publish a flat or project fee charge less.
• Its annual fee of $8,000-$25,000 spans the Arizona median of $10,000. 77% of the 43 other Arizona planners that publish an annual fee charge less.
• 2 of the 3 other planners in Chandler that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bugle Valley

• Principal: Beau Kemp
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343487

Website

youtube.com/@BugleValley (opens in new tab)

Phone

(480) 757-9031

Other planners in Chandler that publish fees

• Blueprint Wealth GroupChandler$275/hr, $2,500
• Currents Wealth Strategies LLCChandler$300/hr, $2,500⁠-⁠$20,000
• F. L. Arias & Associates, LLCChandler$125/hr
• Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000⁠-⁠$20,000
• Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr
• Patel Wealth Strategies, Inc.Chandler$250/hr, $750⁠-⁠$4,000

Compare all 23 planners in Chandler