Linx Equities, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Linx Equities, LLC charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“For limited investment advice on other area(s) of concern than retirement planning such as estate planning, reviewing a client's existing portfolio, or any other specific topic as well as for consultation and administrative services regarding investment and financial concerns of the client, Linx may charge…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Linx Equities, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “A quarterly management fee will be charged to the client's account in arrears, based on the asset value of the client's account at the end of the previous quarter or the initial investment.”
- “Fees are negotiable on a limited basis depending on certain factors including type of service to be provided and the sophistication and resources of the Client.”
How Linx Equities, LLC’s fees compare
- Its hourly rate of $225 is below the Arizona median of $275. 28% of the 195 other Arizona planners that publish an hourly rate charge less.
- 10 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Linx Equities, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 57
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $43,480,851
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154320
- Phone
- (480) 227-5422
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.