Dew Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000⁠-⁠$40,000

“If Family Office Assessment services are combined with Virtual Family Office or Wealth Accelerator services, the Family Office Assessment fixed fee is $40,000 or $25,000, respectively.”

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

How Dew Wealth Management bills

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

• “This total fee is paid in monthly increments of $2,000, in advance.”
• “Initial Maintenance Mode quarterly fees will be prorated based on the number of days in the billing period from the commencement of Maintenance Mode services.”
• “Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

How Dew Wealth Management’s fees compare

• Its flat or project fee of $25,000-$40,000 is above the Arizona median of $3,100. 98% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 44 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Dew Wealth Management

• Firm size: 36 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Tax planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

246

Employees

36

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

$464,654,933

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114148

Website

youtube.com/@dewwealth (opens in new tab)

Phone

(480) 614-9119

Can advise clients in 24 states: Arkansas, Arizona, California, Colorado, Florida, Iowa, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, Nevada, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington

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

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