Capital West Partners, LLC fees and pricing

Financial planner in Tucson, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 13, 2026, Capital West Partners, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “CWP’s consulting services are charged at an hourly rate of $150, which may be negotiable depending on the nature and complexity of each client’s circumstances.”

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

“Billing Method Annual fees are billed quarterly in arrears.”
“We bill hourly fees upon completion of the services, based on the time spent for the project.”

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.
None of the 16 other planners in Tucson that publish an hourly rate charge less.

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: 1.25% a year
Clients: 173
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $299,981,160
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 130762
Website: capitalwestpartners.com (opens in new tab)
Phone: (520) 296-9803

Can advise clients in 2 states: Arizona, California

Is something on this page wrong or out of date?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.