Iridescent Capital Management fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Iridescent Capital Management charges $299 an hour and a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $299/hr
“Fees are paid monthly in advance, ranging from $299 to $1,000, based on our hourly rate of $299.”
- Flat or project fee
- $4,000
“Ongoing Financial Planning 9 ICM collects an initial fee, no greater than $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iridescent Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Iridescent Capital Management’s fees compare
- Its hourly rate of $299 is above the Arizona median of $275. 51% of the 195 other Arizona planners that publish an hourly rate charge less.
- 19 of the 42 other planners in Phoenix that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is above the Arizona median of $3,100. 57% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 17 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
About Iridescent Capital Management
- Principal: Hayden Ess
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 4
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $296,703
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334988
- Phone
- (602) 762-1185
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.