SG Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$200⁠-⁠$500/mo

“Fee: $200 - $500 per month flat retainer.”

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

How SG Financial bills

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

• “Because the engagement is completed in 6 weeks, we are well under the threshold for collecting $500+ six months in advance, so this does not trigger an audited balance sheet requirement.”
• “We have also included standard refund language for terminations. 5 B.”
• “Paid via AdvicePay (using debit card, credit card, or bank ACH).”

About SG Financial

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

48

Employees

2

Works with

Individuals and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,088,252

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334710

Website

sgfinancialandinsurance.com (opens in new tab)

Phone

(702) 420-2554

Other planners in Henderson that publish fees

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• Capstone Capital Wealth AdvisorsHenderson$5,000⁠-⁠$20,000
• Curtis Wealth Management LLCHenderson$250/hr
• Diazo, LLCHenderson$1,000⁠-⁠$5,000
• Ensourceful, Inc.Henderson$150/hr

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