Molinar & Co Financial Advocates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 23, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our CFP®’s (Certified Financial Planner practitioner’s) hourly rate is $300.00.”

Flat or project fee

$2,500

“Ongoing Financial Planning [M&CO] collects an initial fee, no greater than $2,500.”

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

How Molinar & Co Financial Advocates bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing period occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in advance, ranging from $150 to $400.”

How Molinar & Co Financial Advocates’ 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.
• 20 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 8 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Molinar & Co Financial Advocates

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338795

Phone

(480) 429-7732

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• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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