Scottsdale Wealth Advisory LLC fees and pricing
Financial planner in Paradise Valley, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 19, 2026, Scottsdale Wealth Advisory LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“The fee for financial planning and consulting services is $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scottsdale Wealth Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the month.”
- “Client fees are payable quarterly, in advance, based on assets under management.”
- “Clients may terminate AssetMark accounts at any time and receive a full pro-rata refund of any unearned fees.”
How Scottsdale Wealth Advisory LLC’s fees compare
- Its flat or project fee of $1,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
About Scottsdale Wealth Advisory LLC
- Principal: Brent Matthew
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 175
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $67,418,399
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285907
- Phone
- (480) 247-9090
Can advise clients in 5 states: Arizona, Colorado, Illinois, Ohio, Texas
Other planners in Paradise Valley that publish fees
- Macallen CapitalParadise Valley$300/hr, $3,000-$6,000
- Stonewall Equities, LTD.Paradise Valley$60-$350/hr
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
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.