Enso Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“If you would like our Financial Planning Services on a project basis, we charge fees at the rate of $300 per hour, billed in 15-minute increments.”

Flat or project fee

$1,000⁠-⁠$5,000

“Generally, fees are a flat fee per event, typically range from $1,000 to $5,000, depending on factors such as content development and preparation time, length of the event, number of presentations to multiple audiences, location of the event, and whether the organizer agrees to pay for travel time or reimburse…”

Annual fee

$5,500⁠-⁠$12,500/yr

“September 28, 2026 Advisory Services Fees Financial Planning Services Fees For our Financial Planning Services, we charge an annual fixed fee, which typically ranges from $5,500 to $12,500 and which is typically paid quarterly in advance.”

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

How Enso Financial bills

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

• “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Fees may be paid by electronic funds transfer, debit card, or credit card through a third-party payment processor’s secure portal through which the client can securely input banking information.”
• “Your final fee will be prorated based on the number of days services are provided during the final billing period, up to and including the termination date.”

How Enso Financial’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 20 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 14 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
• Its annual fee of $5,500-$12,500 spans the Arizona median of $10,000. 44% of the 43 other Arizona planners that publish an annual fee charge less.
• 5 of the 10 other planners in Phoenix that publish an annual fee charge less.

About Enso Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting
• Charitable giving

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

3% a year

Clients

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$2,053,751

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328410

Website

ensofin.com (opens in new tab)

Phone

(574) 855-6826

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

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