Redeem Wealth Management fees and pricing
Financial planner in Gilbert, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 22, 2026, Redeem Wealth Management charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly billing rates will not exceed $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Redeem Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged monthly, in arrears based on the average daily balance of the account during the billing period.”
- “For all services, fees will be billed as services are rendered.”
How Redeem Wealth Management’s fees compare
- Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
- 13 of the 15 other planners in Gilbert that publish an hourly rate charge less.
About Redeem Wealth Management
- Firm size: 4 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.35% a year
- Clients
- 228
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $118,646,328
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313761
- Phone
- (480) 680-7975
Can advise clients in 3 states: Arizona, New Hampshire, Texas
Other planners in Gilbert that publish fees
- Brightguide FinancialGilbert$299-$4,999
- Build Wealth PartnersGilbert$300/hr, $1,000/mo
- Clarity Wealth Management, L.L.C.Gilbert$150-$250/hr
- Clear Skies FinancialGilbert$150/hr, $1,000-$2,000
- Coats Wealth ManagementGilbert$450/hr, $450
- Cox Advisors, LLCGilbert$150/hr, $295-$2,995
Is something on this page wrong or out of date?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.