Currents Wealth Strategies LLC fees and pricing
Financial planner in Chandler, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 21, 2026, Currents Wealth Strategies LLC charges $300 an hour, a flat or project fee of $2,500-$20,000, and an annual fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The negotiated hourly fee for these services is $300. 5 Clients may terminate the agreement without penalty, for full refund of CWS’ fees, within five business days of signing the Financial Planning Agreement.”
- Flat or project fee
- $2,500-$20,000
“The negotiated fixed rate for creating client financial plans is between $2,500 and $20,000.”
- Annual fee
- $5,000-$15,000/yr
“The flat rate fees for pension consulting services are between $5,000 and $15,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Currents Wealth Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CWS' fees within five business days of signing the Investment Advisory Contract.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
How Currents Wealth Strategies LLC’s fees compare
- Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 4 of the 7 other planners in Chandler that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$20,000 spans the Arizona median of $3,100. 88% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 7 of the 7 other planners in Chandler that publish a flat or project fee charge less.
- Its annual fee of $5,000-$15,000 spans the Arizona median of $10,000. 47% of the 43 other Arizona planners that publish an annual fee charge less.
- 1 of the 3 other planners in Chandler that publish an annual fee charge less.
About Currents Wealth Strategies LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 2% 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
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339968
- Phone
- (619) 599-3105
Other planners in Chandler that publish fees
- Blueprint Wealth GroupChandler$275/hr, $2,500
- Bugle ValleyChandler$4,500-$6,500, $8,000-$25,000/yr
- F. L. Arias & Associates, LLCChandler$125/hr
- Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000-$20,000
- Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr
- Patel Wealth Strategies, Inc.Chandler$250/hr, $750-$4,000
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.