Golden Acre Wealth Management fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Golden Acre Wealth Management charges $300 an hour, a flat or project fee of $3,750-$20,000, and an annual fee of $3,750-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The annual planning fee ranges from $3,750 to $20,000 and is derived from an hourly rate of $300.”
- Flat or project fee
- $3,750-$20,000
“Fixed fee rates range between $3,750 to $20,000.”
- Annual fee
- $3,750-$20,000/yr
“The annual planning fee ranges from $3,750 to $20,000 and is derived from an hourly rate of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Golden Acre Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Golden Acre Wealth Management’s fees compare
- Its hourly rate of $300 is above 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 $3,750-$20,000 is above the Arizona median of $3,100. 88% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 40 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
- Its annual fee of $3,750-$20,000 spans the Arizona median of $10,000. 60% of the 43 other Arizona planners that publish an annual fee charge less.
- 8 of the 14 other planners in Scottsdale that publish an annual fee charge less.
About Golden Acre Wealth Management
- Principal: Aaron Randak
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: EA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
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
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $695,297
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337930
- Phone
- (480) 916-9554
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.