Firstline Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$1,500⁠-⁠$3,000

“Services are offered based on a flat fee between $1,500 and $3,000.”

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

How Firstline Financial LLC bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Investment management fees are billed monthly in arrears, meaning that we invoice you after the billing period.”

How Firstline Financial LLC’s fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• 11 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,000 is below the Arizona median of $3,100. 29% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 6 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Firstline Financial LLC

• Firm size: 2 employees.
• Registered as an adviser: 2020 (6 years).

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

81

Employees

2

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

$31,848,319

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308056

Website

instagram.com/firstlinefinancial (opens in new tab)

Phone

(480) 788-7290

Can advise clients in 4 states: Arizona, California, Colorado, New Mexico

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

Compare all 27 planners in Gilbert