PlannerFees

Margo Financial fees and pricing

Financial planner in Tucson, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Margo Financial charges a flat or project fee of $1,500⁠-⁠$3,000, a monthly fee of $250⁠-⁠$375, and a quarterly fee of $1,000⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$3,000
“Fixed fee rates range between $1,500 and $3,000.”
Monthly fee
$250⁠-⁠$375/mo
“For clients paying monthly, the fee would range from $250-$375 per month.”
Quarterly fee
$1,000⁠-⁠$1,500/qtr
“For clients paying quarterly, the fee would range from $1,000-$1,500 per quarter.”

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

How Margo Financial bills

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

  • “Our fee is based on a percentage of assets under management and is negotiable.”
  • “The annual advisory fee is paid monthly or quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 8 Ongoing Financial Planning We charge a recurring fixed fee for Ongoing Financial Planning.”

How Margo Financial’s fees compare

  • Its flat or project fee of $1,500-$3,000 is below the Arizona median of $3,100. 29% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 4 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Margo Financial

“We offer Wealth Management Services, Financial Planning Service and Educational Seminars.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Marie Gooch
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
2% a year
Clients
95
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
323290
Website
margofinancial.com (opens in new tab)
Phone
(520) 492-1076

Can advise clients in 2 states: Arizona, California

Other planners in Tucson that publish fees

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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.