Life Moves Wealth Management fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Life Moves Wealth Management charges $300 an hour, a flat or project fee of $250-$1,800, and an annual fee of $3,600-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $250-$1,800
“The one time fee for this service ranges from $250 - $1,800.”
- Annual fee
- $3,600-$12,000/yr
“We charge a fixed fee for this service ranging from $3,600-$12,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Life Moves Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in arrears in equal monthly installments.”
- “Fees are negotiable and the final agreed upon fee and fee frequency will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Life Moves Wealth Management’s fees compare
- Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $250-$1,800 is below the Arizona median of $3,100. 12% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 5 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
- Its annual fee of $3,600-$12,000 spans the Arizona median of $10,000. 42% of the 43 other Arizona planners that publish an annual fee charge less.
- 6 of the 14 other planners in Scottsdale that publish an annual fee charge less.
About Life Moves Wealth Management
- Principal: Shafer II
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- 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
- 0.5% a year
- Clients
- 48
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
- Assets managed
- $15,465,446
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321261
- Phone
- (602) 223-1801
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.