Discretionary Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The hourly rate is $350.00 per hour with a 2-hour minimum that will be billed in 15-minute increments, and a partial increment will be treated as a whole increment.”

Flat or project fee

$5,000

“Financial Plan Fee Table Service Component Initial Financial Plan Fee (one time) Initial Plan Standard: $5,000 Business Owner: $7,500 Standard: $2,000/quarter Quarterly Planning Fee Discretionary inc.”

Quarterly fee

$2,000/qtr

From the same sentence as above.

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

How Discretionary Inc. bills

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

• “Investment Management fees are negotiable and calculated as a per annual basis, which shall be billed quarterly, in advance, based on the previous quarters ending asset account balance as of the last business day of the prior quarter.”
• “Discretionary inc. 7|Page When our Firm is notified of a Client’s account being transferred out or intra period flows (contributions or withdrawals), we will complete a final invoice or rebate the following billing period (month or quarter).”
• “Fees for retirement plan engagements are negotiable and are typically charged as an asset-based fee calculated on plan assets.”

How Discretionary Inc.’s fees compare

• Its hourly rate of $350 is above the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
• 12 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the Nevada median of $5,000. 50% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 3 of the 10 other planners in Reno that publish a flat or project fee charge less.

About Discretionary Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.2% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$1,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329342

Website

instagram.com/dinc_wealth (opens in new tab)

Phone

(775) 432-7671

Other planners in Reno that publish fees

• Advowealth Advisors, LLCReno$350/hr, $750⁠-⁠$10,000
• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Athena Wealth Management, LLCReno$500/hr, $1,000⁠-⁠$10,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Elevage Partners, LLCReno$600/qtr

Compare all 36 planners in Reno