Netadvizor Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$4,500

“The negotiated fixed rate for creating a one-time financial plan is between $100 and $4,500.”

Monthly fee

$100/mo

“The fixed rate for ongoing financial planning is $100 per month.”

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

How Netadvizor Wealth LLC bills

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

• “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of NAZ WEALTH LLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of NAZ WEALTH LLC’s fees, within five business days of signing the Financial Planning Agreement.”

How Netadvizor Wealth LLC’s fees compare

• Its flat or project fee of $100-$4,500 spans the Oklahoma median of $2,875. 29% of the 35 other Oklahoma planners that publish a flat or project fee charge less.

About Netadvizor Wealth LLC

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Business owners

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

1% a year

Clients

133

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$40,448,162

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319725

Phone

(918) 984-9262

Can advise clients in 2 states: Oklahoma, Virginia

Other planners in Jenks that publish fees

• Styled WealthJenks$350/hr, $2,500/qtr
• 10Elms LLPTulsa$175/hr, $1,000⁠-⁠$3,000
• Adaptation Financial Advisors Inc.Oklahoma City$75⁠-⁠$500/hr, $500⁠-⁠$25,000
• Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
• Arrow Investment Management LLCOklahoma City$150/hr
• Aspen Wealth Planners LLCBroken Arrow$250/hr

Compare all 108 planners in Oklahoma