Exeter Financial, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Exeter Financial, LLC charges $250-$350 an hour and a flat or project fee of $2,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“Alkeme’s financial planning and consulting fees generally range from $2,500.00 to $3,500.00 on a fixed fee basis, and from $250.00 to $350.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $2,500-$3,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Exeter Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Third-party managers generally charge fees in advance, rather than in arrears.”
- “For financial planning services, we typically invoice the client, who then pays by check or other method.”
- “If a third-party manager is used who charges fees in advance, those fees will be refunded pro rata from the effective date of the termination through the end of the period for which the advisor charged pre-paid fees.”
How Exeter Financial, LLC’s fees compare
- Its hourly rate of $250-$350 spans the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$3,500 spans the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 17 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Exeter Financial, LLC
“Alkeme provides high net worth individuals, families, and related entities with comprehensive and integrated wealth management services which include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional…”
- Firm size: 6 employees.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Tax 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
- 1.25% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 88
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $420,187,982
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143420
- Phone
- (480) 588-0830
Can advise clients in 6 states: Arizona, California, Florida, Texas, Virginia, Washington
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.