Scenario Wealth Management LLC fees
Financial planner in Fountain Hills, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 7, 2026, Scenario Wealth Management LLC (Fountain Hills, AZ) charges $250 an hour for financial planning.
- Website: senariowealthmanagement.com (opens in new tab)
- Call (480) 769-7818
- 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 October 7, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Arizona median of $300; 23% of the 84 other planners in Arizona that publish an hourly rate charge less. The one other planner in Fountain Hills charges more.
“Consulting services are provided at a fixed hourly rate of $250 per hour.”
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
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Scenario Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We urge you to review all statements for accuracy and to compare them to our invoices.”
- “Consulting fees are billed at $250 per hour upon completion of the consulting services or delivery of the financial plan (or monthly in arrears for engagements extending beyond one month) and are payable within thirty (30) days of our invoice.”
- “Scenario Stewardship and VFO fees are fixed annual fees that are billed monthly in arrears in equal installments and are payable within thirty (30) days of our invoice.”
About Scenario Wealth Management LLC
“We provide financial planning and consulting services to help you understand your overall financial situation and set financial objectives.”
- Principal: Paul John Antoniadis
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 7, 2026
- CRD number
- 344693 (opens in new tab)
- Phone
- (480) 769-7818
Other planners in Fountain Hills that publish fees
- The Table Financial Planning LLCFountain HillsHourly $300/hr, Annual $100-$7,200/yr
More planners in Arizona that publish fees
- Dynamic Financial PlanningScottsdaleHourly $450/hr, Flat $2,500-$50,000
- Savevest, LLCTucsonHourly $500/hr
- Ridgeline Private WealthMesaFlat $5,000-$75,000
- Styra Wealth ManagementPhoenixHourly $300/hr, Flat $2,000-$12,000
- Haws Financial Planning LLCSierra VistaHourly $100-$500/hr, Flat $950-$10,000
- Dogwood Capital ManagementPrescottHourly $250-$500/hr
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.