Pembroke Asset Advisors, LLC fees and pricing
Financial planner in Henderson, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Pembroke Asset Advisors, LLC charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“The negotiated hourly fee for these services is $450 in arrears upon presentation of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pembroke Asset Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Pembroke's fees within five business days of signing the Investment Advisory Contract.”
- “Supplemental invoice calculations will be provided to the client through their Pembroke client portal.”
- “Clients may terminate the agreement without penalty for a full refund of Pembroke's fees within five business days of signing the Financial Planning Agreement.”
How Pembroke Asset Advisors, LLC’s fees compare
- Its hourly rate of $450 is above the Nevada median of $300. 77% of the 64 other Nevada planners that publish an hourly rate charge less.
- 7 of the 10 other planners in Henderson that publish an hourly rate charge less.
About Pembroke Asset Advisors, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2014 (12 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
- 168
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $53,149,748
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172999
- Phone
- (702) 425-9077
Can advise clients in 4 states: California, Maryland, Nevada, Oregon
Other planners in Henderson that publish fees
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
- Avalon Wealth PartnersHenderson$250/hr, $2,500-$5,000
- Capstone Capital Wealth AdvisorsHenderson$5,000-$20,000
- Curtis Wealth Management LLCHenderson$250/hr
- Diazo, LLCHenderson$1,000-$5,000
- Ensourceful, Inc.Henderson$150/hr
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.