One Wealth Capital Management, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 18, 2026, One Wealth Capital Management, LLC charges $250 an hour, a flat or project fee of $10,000-$100,000, and a monthly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Upon termination, fees will be prorated to the date of termination, and any unearned portion of the fee will be refunded to you based on the agreed upon hourly rate (not to exceed $250.00).”
- Flat or project fee
- $10,000-$100,000
“Fixed fees for financial plans range from $10,000 to $100,000.”
- Monthly fee
- $500/mo
“The recurring flat fee for the Platinum Services Program is $500 per month, with a minimum fee of $6,000 covering the Initial Term.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How One Wealth Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees and how they are charged may be negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.”
- “The Advisory Fee is billed monthly in arrears and calculated based on the average daily balance of the Account during the current billing period.”
- “If services commenced in the middle of the billing period, the Advisory Fee is prorated for that billing period.”
How One Wealth Capital Management, LLC’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 13 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$100,000 is above the Arizona median of $3,100. 99% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 47 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About One Wealth Capital Management, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2024 (2 years).
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% a year
- Clients
- 259
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $306,795,078
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 331395
- Phone
- (855) 663-9584
Can advise clients in 10 states: Arizona, California, Florida, Illinois, Kansas, New Hampshire, New York, Texas, Washington, Wisconsin
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
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.