Macallen Capital fees and pricing
Financial planner in Paradise Valley, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Macallen Capital charges $300 an hour and a flat or project fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our fee is based on an hourly rate of $300 per hour and is calculated by estimating the number of hours required, and multiplying that estimate by $300.”
- Flat or project fee
- $3,000-$6,000
“Fixed fee rates range from $3,000 to $6,000, paid upfront.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Macallen Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid quarterly in arrears, ranging from $4,500 to $25,000.”
How Macallen Capital’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.
- Its flat or project fee of $3,000-$6,000 spans the Arizona median of $3,100. 58% of the 164 other Arizona planners that publish a flat or project fee charge less.
About Macallen Capital
- Principal: Mark Sanaiha
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341240
- Phone
- (602) 536-7828
Other planners in Paradise Valley that publish fees
- Scottsdale Wealth Advisory LLCParadise Valley$1,500
- Stonewall Equities, LTD.Paradise Valley$60-$350/hr
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
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.