Measured Horizon Wealth fees and pricing

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

According to its Form ADV Part 2A brochure dated July 31, 2026, Measured Horizon Wealth charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “Fees are based on MHW’s hourly rate of $200, and the number of hours anticipated for each type of engagement is outlined below.”

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 13 periods occurring during the engagement, including the initial and terminating billing periods.”
“Clients may also pay by electronic funds transfer (EFT) or check.”

Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
3 of the 15 other planners in Gilbert that publish an hourly rate charge less.

Principal: Jacob Ornelas
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2026.

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: 0.8% a year
Minimum: $500,000 in assets (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 343510
Phone: (602) 529-6958

Is something on this page wrong or out of date?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.