Overson Advisory Group fees and pricing
Financial planner in Mesa, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 19, 2026, Overson Advisory Group charges a flat or project fee of $500-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$4,500
“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $4,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Overson Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in arrears, and clients may terminate their contracts with fourteen days’ written notice.”
- “Because fees are charged in arrears, no refund policy is necessary.”
- “Fees are paid in arrears upon completion.”
How Overson Advisory Group’s fees compare
- Its flat or project fee of $500-$4,500 spans the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 5 of the 11 other planners in Mesa that publish a flat or project fee charge less.
About Overson Advisory Group
- Firm size: 3 employees.
- Registered as an adviser: 2013 (13 years).
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
- 2% a year
- Clients
- 131
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $21,700,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165648
- Phone
- (480) 776-3550
Other planners in Mesa that publish fees
- CBK Financial Advisors LLCMesa$500-$6,000
- Cooper Financial Investments, LLCMesa$300/hr
- Decisionpoint Financial, LLCMesa$150-$300/hr, $2,000-$15,000
- Fleming Financial ServicesMesa$150/hr, $495-$4,995
- Immaculate Wealth Management, LLCMesa$150/hr, $225-$1,250
- Integrated Financial Solutions, PLLCMesa$575/hr, $500-$12,000
Is something on this page wrong or out of date?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.