Clarus Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00.”

Flat or project fee

$250⁠-⁠$50,000

“The fixed fee typically ranges between $250 and $50,000.”

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

How Clarus Wealth Advisors, LLC bills

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

• “The monthly initial fee will be based upon the average daily balance from the date the assets are in the account through the end of the month in arrears.”
• “Thereafter, the fee is charged monthly in arrears based on the average daily balance from the previous month.”
• “Alternatively, clients may elect to have Clarus Wealth Advisors send a separate invoice for direct payment.”

How Clarus Wealth Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 8 other planners in Peoria that publish an hourly rate charge less.
• Its flat or project fee of $250-$50,000 spans the Arizona median of $3,100. 96% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Peoria that publish a flat or project fee charge less.

About Clarus Wealth Advisors, LLC

• Firm size: 13 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• Charitable giving

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

Clients

502

Employees

13

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$305,202,024

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281160

Website

heritagecapitalaz.com (opens in new tab)

Phone

(623) 583-6840

Can advise clients in 15 states: Alaska, Alabama, Arizona, California, Colorado, Florida, Illinois, Maryland, Michigan, Minnesota, Nevada, Pennsylvania, Tennessee, Texas, Washington

Other planners in Peoria that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• Authentic Financial PlanningPeoria$400⁠-⁠$15,000, $75/mo
• Clearview Private WealthPeoria$250/hr
• Coherent Financial Advisers, LLCPeoria$150⁠-⁠$250/hr, $500⁠-⁠$50,000
• Emro Asset Management, LLCPeoria$300/hr
• Investedge PlanningPeoria$350/hr, $20,000

Compare all 11 planners in Peoria