Covenant Financial Advisors, LLC fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Covenant Financial Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning and consultation services are provided for an hourly fee of $250 per hour with total financial planning and consulting fees for requested services not to exceed $5000 and shall be paid directly by the client (i.e., not billed to the client’s account).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Covenant Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee for investment management services is billed quarterly in arrears based on the following fee schedule.”
- “One quarter of the annual fee shall be billed quarterly based on the market value of the client’s account under management at the end of each calendar quarter.”
- “Financial planning and consulting fees are due upon completion and delivery of the agreed upon services.”
How Covenant Financial 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.
- 11 of the 42 other planners in Phoenix that publish an hourly rate charge less.
About Covenant Financial Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 46
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $12,151,517
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328840
- Phone
- (602) 861-0033
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
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.