Corepath Wealth Partners LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Corepath Wealth Partners LLC charges $250-$500 an hour, a flat or project fee of $2,500-$5,000, and an annual fee of $1,800-$36,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“The Advisor’s hourly rate ranges from $250 to $500 per hour.”
- Flat or project fee
- $2,500-$5,000
“Fixed fee engagements typically range from $2,500 to $5,000.”
- Annual fee
- $1,800-$36,000/yr
“Ongoing planning and advisory engagements may be offered at a fixed annual fee ranging from $1,800 to $36,000 annually billed monthly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Corepath Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Corepath Wealth Partners LLC’s fees compare
- Its hourly rate of $250-$500 spans the Arizona median of $275. 75% of the 195 other Arizona planners that publish an hourly rate charge less.
- 32 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 spans the Arizona median of $3,100. 55% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 23 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
- Its annual fee of $1,800-$36,000 spans the Arizona median of $10,000. 81% of the 43 other Arizona planners that publish an annual fee charge less.
- 10 of the 14 other planners in Scottsdale that publish an annual fee charge less.
About Corepath Wealth Partners LLC
- Firm size: 8 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2019 (7 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
- 1.5% a year
- Clients
- 230
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $261,186,722
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299951
- Phone
- (480) 448-0334
Can advise clients in 10 states: Arizona, California, Colorado, Florida, Illinois, Nebraska, Nevada, Oregon, Texas, Wisconsin
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.