Mathis Wealth Management fees and pricing
Financial planner in Phoenix, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Mathis Wealth Management charges $250 an hour and a flat or project fee of $1,200-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial consultation services are provided for at an hourly fee of $250 per hour, to be paid directly by the client (i.e., such fees are not billed to the client’s account).”
- Flat or project fee
- $1,200-$5,000
“Mathis charges a fixed fee ranging from $1,200 to $5,000 for its financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mathis Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One-half of the agreed upon financial planning fee is due in advance as a retainer for services to be rendered with the balance to be billed to the client upon completion of the services.”
- “In certain circumstances, all fees may be negotiable.”
- “The Financial Planning & Consulting Agreement automatically terminates upon delivery of the requested Financial Planning or Financial Consulting Services.”
How Mathis Wealth Management’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 11 of the 42 other planners in Phoenix that publish an hourly rate charge less.
- Its flat or project fee of $1,200-$5,000 spans the Arizona median of $3,100. 50% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 15 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
About Mathis Wealth Management
“Mathis Wealth Management and Mathis Public Safety Retirement, both trade names of Larry Mathis Financial Planning (collectively, Mathis), is an investment advisor providing financial planning, financial consulting, third-party investment advisor referral services, investment management services and retirement plan…”
- Principal: Larry Mathis
- Firm size: 5 employees.
- Registered as an adviser: 2023 (3 years).
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
- 1.25% a year
- Clients
- 304
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $212,818,466
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172858
- Phone
- (602) 393-0501
Can advise clients in 4 states: Arizona, California, Texas, Virginia
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/hr
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.