Lane Brothers Investment Counsel fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“When appropriate, we charge a fixed fee for standalone financial planning services, which generally ranges between $1,500 and $5,000.”

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

How Lane Brothers Investment Counsel bills

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

• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
• “We do not require you to pay fees six or more months in advance.”

How Lane Brothers Investment Counsel’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Prescott that publish a flat or project fee charge less.

About Lane Brothers Investment Counsel

• Firm size: 6 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.15% a year

Clients

333

Employees

6

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$240,099,860

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105968

Website

lanebrothers.com (opens in new tab)

Phone

(928) 776-8870

Can advise clients in 6 states: Arizona, California, Minnesota, North Carolina, New York, Texas

Other planners in Prescott that publish fees

• Brio Financial PlanningPrescott$1,000/yr
• Empirikal Partners LLCPrescott$200/hr
• Montoya Wealth ManagementPrescott$300/hr, $3,000⁠-⁠$6,000
• Percheron Consulting, LLCPrescott$150⁠-⁠$250/hr
• S.e. Thorn & Co.Prescott$185/hr, $1,000
• The Money and Values GroupPrescott$250/hr

Compare all 11 planners in Prescott