Smartalpha Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 3, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning engagements are offered at the rate of $300 per hour.”

Monthly fee

$200⁠-⁠$1,000/mo

“The client will be provided with their own secure portal in order to make payments. 8 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $500 and an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $1,000 per month, depending on the…”

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

How Smartalpha Wealth Advisors LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check, electronic funds transfer or debit/credit card.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Smartalpha Wealth Advisors LLC’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Chandler that publish an hourly rate charge less.

About Smartalpha Wealth Advisors LLC

• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

1.5% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323310

Website

smartalphainvestments.com (opens in new tab)

Phone

(480) 213-7471

Other planners in Chandler that publish fees

• Blueprint Wealth GroupChandler$275/hr, $2,500
• Bugle ValleyChandler$4,500⁠-⁠$6,500, $8,000⁠-⁠$25,000/yr
• Currents Wealth Strategies LLCChandler$300/hr, $2,500⁠-⁠$20,000
• F. L. Arias & Associates, LLCChandler$125/hr
• Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000⁠-⁠$20,000
• Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr

Compare all 23 planners in Chandler