Next Up Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Our hourly fees range from $150 to $300.”

Flat or project fee

$1,500⁠-⁠$25,000

“The fee is a flat fee, ranging from $1,500 to $25,000, based upon the specifics of each engagement and not related to the number of participants or the hours.”

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

How Next Up Wealth Advisors, LLC bills

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

• “We send you an invoice that shows the amount of the fee, the value of the assets on which the fee is based, and the specific method used to calculate the fee.”
• “The fees payable to NUWA for third-party manager services will depend upon the fee arrangement between NUWA and the third-party manager to whom you are referred.”
• “The fee will be based on the amount of assets managed and could be negotiable.”

How Next Up Wealth Advisors, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Arizona median of $275. 28% of the 195 other Arizona planners that publish an hourly rate charge less.
• 10 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$25,000 spans the Arizona median of $3,100. 90% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 42 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Next Up Wealth Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

293

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$100,234,754

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

342136

Website

nextupwealthadvisors.com (opens in new tab)

Phone

(480) 450-7407

Can advise clients in 2 states: Arizona, Virginia

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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