Pogson & Matt Wealth Management Group fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Pogson & Matt Wealth Management Group charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The Advisors hourly fee will be billed at a rate of $150 per hour.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“In some cases, fees will not be directly deducted, and the client will be invoiced on a quarterly basis.”
“The Advisor’s hourly fees will be agreed upon by the parties in advance.”

Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
1 of the 42 other planners in Phoenix that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 133
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: $89,917,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155377
Website: pogsonmatt.com (opens in new tab)
Phone: (480) 334-2267

Can advise clients in 2 states: Arizona, Texas

Is something on this page wrong or out of date?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