GPS Investments fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, GPS Investments charges a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$10,000
“GPS Investments offers standalone financial planning services for a fixed engagement fee ranging from $1,500 to $10,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How GPS Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in arrears pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How GPS Investments’ fees compare
- Its flat or project fee of $1,500-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 32 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About GPS Investments
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 85
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $127,696,231
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333381
- Phone
- (602) 558-1211
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.