Iliad Wealth Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for calculating these services is $250.”

Flat or project fee

$2,500

“The Advisor’s annual fee for the services provided shall be a percentage of the value of the Plan’s assets as detailed in this Schedule, in addition to a one-time set-up fee not to exceed $2,500 determined by the complexity of the plan.”

Monthly fee

$250⁠-⁠$600/mo

“The negotiated monthly fee for these services is $250 per month to $600 per month.”

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

How Iliad Wealth Solutions bills

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

• “These fees are billed monthly in arrears, based on the assets under management as of the last business day of the month.”
• “The annual fee for the initial month shall be paid, on a 8 pro rata basis, in arrears, based on the period ending value of the billable assets of the Plan.”
• “Account(s) implemented through an Independent Manager will be billed in accordance with the separate agreement with the respective Independent Managers.”

How Iliad Wealth Solutions’ 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 flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 12 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Iliad Wealth Solutions

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

51

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$39,117,239

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315826

Website

instagram.com/iliadwealth (opens in new tab)

Phone

(412) 310-3207

Can advise clients in 5 states: Arizona, California, Colorado, Florida, Louisiana

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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