Imagine Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$7,500

“Typically, fees for Comprehensive Planning is $7,500, however, IFS reserves the right to charge up to $12,000 for complex scenarios.”

Monthly fee

$250/mo

“At the end of the 12 month engagement, clients may choose to extend engagement on a monthly basis for $250/month.”

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

How Imagine Financial Services bills

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

• “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis, and are based on the average daily balance over the previous quarter.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Imagine Financial Services’ fees compare

• Its flat or project fee of $7,500 is above the Arizona median of $3,100. 80% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Imagine Financial Services

• Principal: Martini Nolte
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 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

3% a year

Clients

42

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$12,956,482

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310560

Website

youtube.com/@financialadvisorforwomen (opens in new tab)

Phone

(760) 472-5155

Can advise clients in 2 states: Arizona, California

Other planners in Arizona that publish fees

• 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
• Ability FirstPhoenix$12,000/yr

Compare all 404 planners in Arizona