Quraishi Wealth Management fees and pricing
Financial planner in Jonesboro, Arkansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Quraishi Wealth Management charges a flat or project fee of $1,000-$10,000 and a quarterly fee of $800-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“Services are offered based on a flat fee between $1,000 and $10,000.”
- Quarterly fee
- $800-$1,000/qtr
“STAND ALONE ONGOING FINANCIAL PLANNING QWM charges a fixed quarterly fee in advance of $800-$1,000 on an ongoing basis for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Quraishi Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees are billed in advance on the date of the initial subscription and on a monthly basis thereafter.”
How Quraishi Wealth Management’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Arkansas median of $3,600. 78% of the 23 other Arkansas planners that publish a flat or project fee charge less.
About Quraishi Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 91
- Employees
- 1
- 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
- $53,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 280032
- Phone
- (870) 275-4304
Other planners in Arkansas that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Antoine Wealth ManagementConway$600-$6,500, $600-$6,500/yr
- Apex Wealth ManagementSearcy$175/hr
- Asheri Grove Financial PlanningConway$1,500-$3,500, $150-$1,250/mo
- Brown Capital Management, LLCLittle Rock$200/hr
- C & S Capital Management, Inc.Bismarck$150/hr, $1,000
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.