Seros Wealth Partners fees and pricing
Financial planner in Gilbert, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 5, 2026, Seros Wealth Partners charges $150-$400 an hour and a flat or project fee of $500-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$400/hr
“Hourly fees range from $150 to $400 per hour depending on the experience of the professional providing the service.”
- Flat or project fee
- $500-$30,000
“Fixed fees range from $500 to $30,000 depending upon the scope and complexity of the agreed-upon services and the experience of the professional providing the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Seros Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The total managed account fee will include Seros’s tiered fee as outlined in the following fee schedule (negotiable), plus a sub-adviser strategy/platform fee if the subadviser’s platform is utilized (sub-adviser’s fee portion is non-negotiable).”
- “If a client utilizes leverage, the firm’s fees will be billed on the net equity in the portfolio.”
- “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”
How Seros Wealth Partners’ fees compare
- Its hourly rate of $150-$400 spans the Arizona median of $275. 50% of the 195 other Arizona planners that publish an hourly rate charge less.
- 9 of the 15 other planners in Gilbert that publish an hourly rate charge less.
- Its flat or project fee of $500-$30,000 spans the Arizona median of $3,100. 93% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 14 of the 14 other planners in Gilbert that publish a flat or project fee charge less.
About Seros Wealth Partners
“We also provide investment advice on clients’ retirement plan assets held in qualified retirement plans, (i.e., 401(k) and 403(b) plans, etc.).”
- Firm size: 10 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.9% a year
- Clients
- 441
- Employees
- 10
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $359,182,480
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166808
- Phone
- (480) 967-1155
Can advise clients in 5 states: Arizona, California, Colorado, New Mexico, Texas
Other planners in Gilbert that publish fees
- Brightguide FinancialGilbert$299-$4,999
- Build Wealth PartnersGilbert$300/hr, $1,000/mo
- Clarity Wealth Management, L.L.C.Gilbert$150-$250/hr
- Clear Skies FinancialGilbert$150/hr, $1,000-$2,000
- Coats Wealth ManagementGilbert$450/hr, $450
- Cox Advisors, LLCGilbert$150/hr, $295-$2,995
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.