Ridgeline Private Wealth fees
Financial planner in Mesa, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 4, 2026, Ridgeline Private Wealth (Mesa, AZ) charges a flat or project fee of $5,000-$75,000 for financial planning.
- Website: ridgelineprivatewealth.com (opens in new tab)
- Call (480) 779-0127
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change.
- Flat or project fee
- $5,000-
$75,000 Runs from below the Arizona median of $5,125 to above it.
“The total fee for these consulting services charged by Ridgeline will range from a $5,000 minimum flat fee to a maximum of $75,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 6 employees
How Ridgeline Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement and/or Net Worth Addendum.”
- “The Financial Planning and Portfolio Management Investment Advisory fees are payable monthly, quarterly, or semi- annually.”
- “The fees charged for these services are negotiable and vary depending on the complexity of the process undertaken, the types of issues addressed, the scope of services provided, and the frequency with which the services are rendered.”
About Ridgeline Private Wealth
“The Firm offers a wide variety of services, including portfolio management, investment analysis, and financial planning for individuals and high-net-worth individuals.”
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Social Security
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 185
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $173 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 4, 2026
- CRD number
- 318258 (opens in new tab)
- Phone
- (480) 779-0127
Registered or notice filed in 8 states: Alaska, Arizona, California, Florida, Georgia, Illinois, Texas, Wisconsin
Other planners in Mesa that publish fees
- DecisionPoint Financial, LLCMesaHourly $150-$300/hr, Flat $2,000-$15,000
- Integrated Financial Solutions, PLLCMesaHourly $575/hr, Flat $500-$12,000
- Jariwala Financial Wellness, LLCMesaFlat $250-$1,500
- Rovin CapitalMesaMonthly $150-$2,200/mo
- Woodmont Financial Partners LLCMesaHourly $500/hr, Flat $4,000-$20,000
- True North Wealth Management, LLCMesaHourly $100-$200/hr, Flat $500-$1,500 2022 brochure
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.