Keats, Connelly & Associates, Inc fees and pricing

Financial planner in Phoenix, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated December 20, 2021, Keats, Connelly & Associates, Inc charges $450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 20, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $450/hr; “However, if an hourly consultation is agreed to be provided, the cost for a consultation is $450 per hour with a one-hour minimum charge.”

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

“In certain limited circumstances, KeatsConnelly fees may be negotiable.”
“KeatsConnelly will immediately refund any prepaid or unearned fees within sixty (60) days of the date of termination.”
“After six months, we will pro-rate the fee based on the date of termination if the fee being billed is based on a quarterly retainer or fee-based type of service.”

Its hourly rate of $450 is above the Arizona median of $275. 86% of the 195 other Arizona planners that publish an hourly rate charge less.
35 of the 42 other planners in Phoenix that publish an hourly rate charge less.

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: 1.25% a year
Minimum: No minimum stated in brochure
Clients: 15
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning, selecting other advisers, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 148884
Website: keatsconnelly.com (opens in new tab)
Phone: (602) 955-5007

Is something on this page wrong or out of date?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.