Heintz Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For hourly arrangements, HWM generally charges $250 per hour for consulting services, and we inform clients in advance of the estimated required hours needed for the project.”

Annual fee

$5,000⁠-⁠$20,000/yr

“The typical range for financial planning fees is between $5,000 and $20,000 annually, and $5,000 to $50,000 for combined investment management and financial planning services.”

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

How Heintz Wealth Management, LLC bills

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

• “Clients billed under our fixed fee (flat rate) methodology pay one fourth of the annual fee in arrears each quarter.”
• “Methodology HWM bills hourly consulting fees for actual time incurred upon completion and delivery of contracted services.”
• “Payment is due upon presentation of the invoice.”

How Heintz Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• 13 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its annual fee of $5,000-$20,000 spans the Arizona median of $10,000. 70% of the 43 other Arizona planners that publish an annual fee charge less.
• 9 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Heintz Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

0.75% a year

Minimum

No minimum stated in brochure

Clients

60

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$80,752,880

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286160

Website

heintzwealth.com (opens in new tab)

Phone

(602) 505-7726

Can advise clients in 2 states: Arizona, New York

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

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