Enlightened Advisors Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000

“The negotiated fixed rate for creating client financial plans is $3,000.”

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

How Enlightened Advisors Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of EAWMLLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of EAWMLLC’s fees, within five business days of signing the Financial Planning Agreement.”

How Enlightened Advisors Wealth Management LLC’s fees compare

• Its flat or project fee of $3,000 is below the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Enlightened Advisors Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

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

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,350,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288276

Website

enlightenedadvisors.com (opens in new tab)

Phone

(520) 661-4602

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson