S.e. Thorn & Co. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$185/hr

“The fee for special services not covered by the "Agreement for Services" contract is generally $185.00 per hour, and depends upon the nature of the special service required.”

Flat or project fee

$1,000

“One time additional fees, seldom exceed $1000, and can be paid by adjusting the agreed upon asset supervision fee. i) Clients are always invoiced in arrears and if not satisfied with the service may choose not to pay the invoice. 3.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How S.e. Thorn & Co. bills

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

• “Account supervisory fees are charges in arrears, "noticed", and are normally deducted from the Clients account.”

How S.e. Thorn & Co.’s fees compare

• Its hourly rate of $185 is below the Arizona median of $275. 15% of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 5 other planners in Prescott that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Arizona median of $3,100. 9% of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 4 other planners in Prescott that publish a flat or project fee charge less.

About S.e. Thorn & Co.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1995 (31 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

1% a year

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$26,290,540

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

113754

Website

setcoia.com (opens in new tab)

Phone

(928) 899-5395

Other planners in Prescott that publish fees

• Brio Financial PlanningPrescott$1,000/yr
• Empirikal Partners LLCPrescott$200/hr
• Lane Brothers Investment CounselPrescott$1,500⁠-⁠$5,000
• Montoya Wealth ManagementPrescott$300/hr, $3,000⁠-⁠$6,000
• Percheron Consulting, LLCPrescott$150⁠-⁠$250/hr
• The Money and Values GroupPrescott$250/hr

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