PFG Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,000/hr

“Our hourly fees range from $100.00 - $1000.00.”

Flat or project fee

$100⁠-⁠$5,000

“Flat fees generally range from $100.00 to $5,000.00.”

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

How PFG Advisors bills

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

• “When billing in advance, mid-cycle fee changes will not be effective until the start of the next billing cycle.”
• “The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you and is negotiable.”
• “Subscription-based fees are negotiable with your IAR and are generally charged in arrears either monthly, quarterly, semi-annually or annually.”

How PFG Advisors’ fees compare

• Its hourly rate of $100-$1,000 spans the Arizona median of $275. 95% of the 195 other Arizona planners that publish an hourly rate charge less.
• 39 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $100-$5,000 spans the Arizona median of $3,100. 37% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 11 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About PFG Advisors

• Firm size: 112 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

1.95% a year

Clients

7,527

Employees

112

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$3,261,207,528

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173344

Website

aeroinvestmentservices.com/resource-center/investment (opens in new tab)

Phone

(800) 405-8850

Can advise clients in 39 states: Alaska, Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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