Foothills Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“The fixed fee can range between $1,500.00 and $5,000.00.”

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

How Foothills Wealth Management, LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Foothills Wealth Management, 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.
• Its flat or project fee of $1,500-$5,000 spans the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Foothills Wealth Management, LLC

• Principal: Aaron Coates
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335034

Phone

(480) 488-3825

Other planners in Cave Creek that publish fees

• Atlas Wealth Management, LLCCave Creek$2,500⁠-⁠$4,500
• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr

Compare all 404 planners in Arizona