Copper Square Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning engagements are offered at an hourly rate of $350 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“Fees for Flat-Fe Project-Based Financial Planning range between $1,500 and $10,000.”

Monthly fee

$250⁠-⁠$800/mo

“Ongoing Comprehensive Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate between $250-$800 per month, based on the clients financial complexity.”

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

How Copper Square Private Wealth, LLC bills

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

• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check, electronic funds transfer or debit/credit card.”
• “The fee may be negotiable in certain cases and is due upon completion of the engagement.”

How Copper Square Private Wealth, LLC’s fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• 28 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 22 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Copper Square Private Wealth, LLC

• Principal: Alejandro J. Haas
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

1.75% a year

Employees

1

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

$81,339

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313349

Website

coppersquarepw.com (opens in new tab)

Phone

(480) 359-4964

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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