Savevest, LLC fees

Financial planner in Tucson, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 29, 2026, Savevest, LLC (Tucson, AZ) charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2026. Fees can change.

Hourly rate: $500/hr; Above the Arizona median of $300; 87% of the 84 other planners in Arizona that publish an hourly rate charge less. 4 of the 6 other planners in Tucson charge less.; “Financial Planning Services are offered based on an hourly fee of $500 per hour.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

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

“For accounts on which investment advisory services begin or end during a billing period, advisory fees will be prorated based on the number of days services are provided during that period.”
“Savevest provides an itemized invoice upon delivery of the completed plan, payable within thirty (30) calendar days after delivery.”
“The plan is delivered within thirty (30) days after receipt of all required documentation, and the engagement ends upon delivery.”

How the firm is paid: Hourly fees and a percentage of assets under management
Clients: 9
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $17.5 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of October 29, 2026
CRD number: 175365 (opens in new tab)
Website: savevest.com (opens in new tab)
Phone: (224) 595-8375

Is something on this page wrong or out of date?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.