Scottsdale Wealth Planning, Inc. fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Scottsdale Wealth Planning, Inc. charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Generally, the Advisor will impose a minimum fee of $5,000 for financial planning services, which may be waived at the discretion of the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scottsdale Wealth Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees are negotiable at the sole discretion of the Advisor.”
- “Independent Manager fees are billed and collected in the same manner as the Amplify platform fee.”
How Scottsdale Wealth Planning, Inc.’s fees compare
- Its flat or project fee of $5,000 is above the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 26 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Scottsdale Wealth Planning, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 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
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 79
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $171,508,301
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169248
- Phone
- (480) 550-8555
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.