Ebis fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Ebis charges $200 an hour for financial planning.
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
- $200/hr
“For those clients requesting a stand-alone, documented nancial plan with no implementation services, fees for nancial planning are billed by the hour at a rate of $200/hr.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ebis bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Expenses are normally billed separately.”
- “Such a set up fee charge will be based on the time required to complete the work and will be authorized in writing in advance with the client, based on an hourly bill rate of $150.”
- “Investment management fees based on asset size are billed in advance and payable at the beginning of each quarter or at the date eBIS obtains discretionary authority over the assets.”
How Ebis’ fees compare
- Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
- 8 of the 42 other planners in Phoenix that publish an hourly rate charge less.
About Ebis
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement 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% a year
- Minimum
- No minimum stated in brochure
- Clients
- 3
- Employees
- 2
- 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, newsletters and publications, and educational seminars and workshops
- Assets managed
- $9,197,895
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164024
- Website
- ebis.biz (opens in new tab)
- Phone
- (917) 774-5199
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/hr
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.