Fleming Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $150.00 per hour.”

Flat or project fee

$495⁠-⁠$4,995

“The fixed fee can range between $495.00 and $4,995.00, depending on complexity and nature of services requested.”

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

How Fleming Financial Services bills

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

• “Such fees are payable monthly in arrears.”
• “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar month.”
• “Adjustments for significant contributions to a client’s portfolio are prorated for the billing period in which the change occurs; no adjustments will be made for withdrawals.”

How Fleming Financial Services’ fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Mesa that publish an hourly rate charge less.
• Its flat or project fee of $495-$4,995 spans the Arizona median of $3,100. 42% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 6 of the 11 other planners in Mesa that publish a flat or project fee charge less.

About Fleming Financial Services

• Firm size: 8 employees.
• Founded: 1997 (29 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

1.5% a year

Clients

478

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, security ratings or pricing, and educational seminars and workshops

Assets managed

$58,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145717

Website

flemingfinancialservices.com (opens in new tab)

Phone

(480) 632-8770

Other planners in Mesa that publish fees

• CBK Financial Advisors LLCMesa$500⁠-⁠$6,000
• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Immaculate Wealth Management, LLCMesa$150/hr, $225⁠-⁠$1,250
• Integrated Financial Solutions, PLLCMesa$575/hr, $500⁠-⁠$12,000
• Jariwala Financial Wellness, LLCMesa$250⁠-⁠$1,500

Compare all 23 planners in Mesa