Secure Retirement Advisors, LLC fees and pricing

Financial planner in Eloy, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 4, 2023, Secure Retirement Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on an hourly fee of $250 per hour with a minimum fee of $250.”

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

“Client may cancel within five business days of signing the agreement for a full refund.”

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.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.95% a year
Minimum: $250 minimum fee (stated in brochure)
Clients: 76
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 156574
Website: sraaz.com (opens in new tab)
Phone: (520) 423-6800

Is something on this page wrong or out of date?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.