Nergard Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$250⁠-⁠$2,500

“Services are offered based on a fixed fee between $250 and $2,500 dependent upon the complexity of the Client’s specific situation.”

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

How Nergard Wealth Management, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

How Nergard Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Arizona median of $3,100. 17% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 5 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Nergard Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

2% a year

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$21,279,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

335534

Phone

(602) 790-3859

Other planners in Phoenix that publish fees

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• Alpha FiduciaryPhoenix$350/hr
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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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