P3 Financial Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 29, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$200/hr

“That fee ranges between $50 and $200 per hour, depending on the level of scope and/or services required.”

Flat or project fee

$2,500

“The foregoing notwithstanding, P3’s financial planning fees are subject to a minimum fee of $2,500 unless P3 decides to alter the scope of the fee based on client situation.”

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

How P3 Financial Management, LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid (billed to Clients) quarterly, in after each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “For financial planning, P3 generally requires one-half of the financial planning/consulting fee (estimated hourly, percentage of assets under management, or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”

How P3 Financial Management, LLC’s fees compare

• Its hourly rate of $50-$200 is below the Arizona median of $275. 2% of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 12 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About P3 Financial Management, LLC

• Principal: Christopher D. Schembri
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2003 (23 years).

Planning areas mentioned in the brochure

• Business owners
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

2

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$3,124,002

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129497

Phone

(602) 418-9831

Other planners in Scottsdale that publish fees

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• 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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