M Stevens Wealth Advisors, LLC fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, M Stevens Wealth Advisors, LLC charges $250 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Flat fees range from $500 to $10,000 and are calculated at the $250 hourly rate our firm assesses based on the time needed to complete that service.”
- Flat or project fee
- $500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How M Stevens Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
- “Fees are negotiable and will be deducted from client account(s).”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
How M Stevens Wealth Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
- 5 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Nevada median of $5,000. 52% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 14 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About M Stevens Wealth Advisors, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1.8% a year
- Clients
- 37
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $7,080,773
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291482
- Phone
- (702) 509-7000
Can advise clients in 5 states: California, Nevada, Oregon, Texas, Washington
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.