Profocus Incorporated fees and pricing
Financial planner in Phoenix, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 1, 2026, Profocus Incorporated charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“The Advisors hourly fee will be billed at a rate of $325 per hour, and may be negotiated in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Profocus Incorporated bills
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.”
- “If the client meets with the Advisor more than two times per year, the Advisor will invoice the client at the hourly rate described below.”
- “For clients with $250,000 or less being managed by ProFocus, any financial planning services will be invoiced at the Advisor’s hourly rate described below, in addition to the asset management fee, which will be charged at the negotiated rate.”
How Profocus Incorporated’s fees compare
- Its hourly rate of $325 is above the Arizona median of $275. 68% of the 195 other Arizona planners that publish an hourly rate charge less.
- 26 of the 42 other planners in Phoenix that publish an hourly rate charge less.
About Profocus Incorporated
- Firm size: 7 employees.
- Registered as an adviser: 2022 (4 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
- 2% a year
- Minimum
- $175 minimum fee (stated in brochure)
- Clients
- 139
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $156,539,998
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113954
- Phone
- (480) 598-9960
Can advise clients in 5 states: Arizona, District of Columbia, Florida, Maryland, Virginia
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
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.