CPA Advisory Services, P.C. fees and pricing

Financial planner in Scottsdale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 5, 2026, CPA Advisory Services, P.C. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The maximum hourly fee to be charged will not exceed $250.”

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

“Our firm bills on cash unless indicated otherwise in writing.”
“As discussed below, our firm typically deducts advisory fees directly from client accounts, however, in rare cases, our firm will agree to directly invoice.”
“Fees are negotiable and will be directly deducted from the client account(s).”

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.
13 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 141
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $86,587,890
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 114170
Website: cpaadvisory.com (opens in new tab)
Phone: (480) 860-1252

Can advise clients in 3 states: Arizona, California, Illinois

Is something on this page wrong or out of date?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