Percheron Consulting, LLC fees and pricing

Financial planner in Prescott, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2024, Percheron Consulting, LLC charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “Percheron Consulting, LLC will typically charge fees in two ways: 1.) On an hourly basis of between $150 and $250 per hour depending on the nature and complexity of the consultation. 2.) On an annual subscription basis in which a defined set of services is outlined in the agreement and a fixed fee is established…”

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

“Fees are to be paid as follows: 1.) For hourly consultations, no work is billed before client and planner agree on the scope of the work to be completed and the total estimated cost.”
“If no advance payment is received, Percheron Consulting, LLC will bill monthly in arrears for the full hours worked under the agreement during that month.”
“Once an agreement is signed by Percheron Consulting, LLC and the client, one quarter of the annual subscription fee prorated for the number of days remaining in the calendar quarter.”

Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
1 of the 5 other planners in Prescott that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Employees: 1
Services reported to regulators: Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 325419
Phone: (928) 710-8522

Is something on this page wrong or out of date?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.