Investedge Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We also provide financial planning services at the rate of $350 per hour and may be negotiable in certain cases.”

Flat or project fee

$20,000

“A max flat fee for $20,000 applies for Account Values above $3,000,001.”

Monthly fee

$325⁠-⁠$375/mo

“Clients may utilize one of the following options for fee payment, as outlined in the agreement: 1) $3,950 (Individual) or $4,450 (Couple) upfront or 2) Clients can choose to pay with a subscription payment of $700 upfront, then $325 a month (Individual) or $375 a month (Couple) for the next 10 months due on the 1st…”

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

How Investedge Planning bills

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

• “The additional estate planning fees and how they are to be billed are disclosed in Item 5.”
• “Accounts initiated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Investedge Planning’s fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Peoria that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the Arizona median of $3,100. 94% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Peoria that publish a flat or project fee charge less.

About Investedge Planning

• Principal: Shannon Grey
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

3% a year

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$4,803,040

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316167

Website

investedgeplanning.com (opens in new tab)

Phone

(858) 240-0139

Can advise clients in 2 states: Arizona, California

Other planners in Peoria that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• Authentic Financial PlanningPeoria$400⁠-⁠$15,000, $75/mo
• Clarus Wealth Advisors, LLCPeoria$250/hr, $250⁠-⁠$50,000
• Clearview Private WealthPeoria$250/hr
• Coherent Financial Advisers, LLCPeoria$150⁠-⁠$250/hr, $500⁠-⁠$50,000
• Emro Asset Management, LLCPeoria$300/hr

Compare all 11 planners in Peoria