East Valley Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Hourly fees range from $300 - $500 per hour.”

Flat or project fee

$2,000⁠-⁠$10,000

“The minimum fixed fee is $2,000, and the maximum fixed fee is $10,000.”

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

How East Valley Wealth LLC bills

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

• “This annual fee is prorated and charged quarterly in arrears based on the account's average daily balance.”
• “Accounts initiated or terminated during a calendar quarter will generally be charged a prorated fee based on the days the Client account was open during that quarter.”
• “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How East Valley Wealth LLC’s fees compare

• Its hourly rate of $300-$500 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
• 13 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Arizona median of $3,100. 75% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 12 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About East Valley Wealth LLC

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning

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

1.75% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

26

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$8,507,724

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314715

Website

vimeo.com/eastvalleyretirement (opens in new tab)

Phone

(480) 525-1839

Can advise clients in 2 states: Arizona, Wisconsin

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Clear Skies FinancialGilbert$150/hr, $1,000⁠-⁠$2,000
• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995

Compare all 27 planners in Gilbert