PlannerFees

Secure Investment Management, LLC fees and pricing

Financial planner in Tucson, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 3, 2026, Secure Investment Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fees for financial planning are charged hourly at $250 per hour, with a minimum charge of $1,250 or a 5-hour minimum.”

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

How Secure Investment Management, LLC bills

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

  • “Services are charged in advance through an hourly fee arrangement, unless mutually agreed upon to be conducted on a complimentary basis between the IAR and client.”
  • “In the limited event that SIM bills the client directly, payment is due upon receipt of SIM’s invoice.”
  • “Financial planning fees are due and payable upon the presentation of an invoice and may be made in a variety of ways as indicated by SIM and at their discretion.”

How Secure Investment Management, LLC’s fees compare

  • Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 9 of the 16 other planners in Tucson that publish an hourly rate charge less.

About Secure Investment Management, LLC

“Our IARs can provide financial planning services, including preparing and providing clients with a focused, general, or comprehensive financial plan, based on an analysis of the client’s current financial circumstances, goals and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 31 employees.
  • Founded: 2012 (14 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
No minimum stated in brochure
Clients
942
Employees
31
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$42,909,330
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
141195
Website
jlbfinancialinc.com (opens in new tab)
Phone
(520) 333-4719

Can advise clients in 22 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Michigan, Minnesota, North Carolina, Nebraska, New Mexico, New York, Oklahoma, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Tucson that publish fees

Compare all 45 planners in Tucson

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.