Finco Investment Services, Inc. fees and pricing
Financial planner in Gilbert, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Finco Investment Services, Inc. charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Generally, rates range from $150 – $250 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Finco Investment Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If requested by the Client, FISI can, in its sole discretion, invoice Client directly for fees as opposed to debiting Client’s Account.”
- “In such cases, invoices are due and payable upon receipt.”
- “Should a Client open an account during a quarter, the Firm’s investment management fee will be 6 prorated based on the number of days the account was open during the quarter.”
How Finco Investment Services, Inc.’s fees compare
- Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
- 3 of the 15 other planners in Gilbert that publish an hourly rate charge less.
About Finco Investment Services, Inc.
“Financial Consulting and Planning Services FISI offers our clients professional financial consulting and planning services.”
- Firm size: 2 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Clients
- 83
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $50,376,164
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 163491
- Phone
- (480) 963-9605
Can advise clients in 2 states: Arizona, Pennsylvania
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
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.