Immaculate Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$150/hr

“Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$225⁠-⁠$1,250

“Services are offered based on flat fees between $225 and $1,250.”

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

How Immaculate Wealth Management, LLC bills

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

• “Fees are billed quarterly in advance or in arrears based on the amount of assets managed as of the close of business on the last business day of the quarter.”
• “The fees must be paid within ten (10) days following the beginning of the quarter which the account is being billed for.”
• “Clients may terminate their account within seven (7) business days of signing the Investment Advisory Agreement for a full refund.”

How Immaculate Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Mesa that publish an hourly rate charge less.
• Its flat or project fee of $225-$1,250 is below the Arizona median of $3,100. 7% of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 11 other planners in Mesa that publish a flat or project fee charge less.

About Immaculate Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

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

2% a year

Clients

574

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$140,823,690

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167657

Website

linkedin.com/in/jonah-rauguth-6478b3b6 (opens in new tab)

Phone

(480) 776-3511

Can advise clients in 3 states: Arizona, California, Texas

Other planners in Mesa that publish fees

• CBK Financial Advisors LLCMesa$500⁠-⁠$6,000
• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Fleming Financial ServicesMesa$150/hr, $495⁠-⁠$4,995
• Integrated Financial Solutions, PLLCMesa$575/hr, $500⁠-⁠$12,000
• Jariwala Financial Wellness, LLCMesa$250⁠-⁠$1,500

Compare all 23 planners in Mesa