Seasons Wealth Services LLC fees and pricing

Financial planner in Albuquerque, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 17, 2026, Seasons Wealth Services LLC charges $300 an hour, a flat or project fee of $3,600⁠-⁠$12,000, and a monthly fee of $300⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $300 per hour and the client will be refunded the difference.”
Flat or project fee
$3,600⁠-⁠$12,000
“This service is offered on a fixed fee basis ranging from $3,600 to $12,000 per plan, depending on your project, your financial profile and services to be rendered.”
Monthly fee
$300⁠-⁠$1,000/mo
“We will assess an ongoing monthly fee ranging from $300 to $1,000 which is paid in advance each month.”

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

How Seasons Wealth Services LLC bills

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

  • “We will not bill an amount above $500 6 months or more in advance of the delivery of the financial plan to the client.”

How Seasons Wealth Services LLC’s fees compare

  • Its hourly rate of $300 matches the New Mexico median of $300. 42% of the 26 other New Mexico planners that publish an hourly rate charge less.
  • 4 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
  • Its flat or project fee of $3,600-$12,000 spans the New Mexico median of $4,000. 88% of the 16 other New Mexico planners that publish a flat or project fee charge less.
  • 9 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Seasons Wealth Services LLC

“Additionally Seasons Wealth Services provides a broad range of financial planning solutions to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
337454
Phone
(505) 333-8872

Other planners in Albuquerque that publish fees

Compare all 24 planners in Albuquerque

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.