Smartt Wealth Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“However, the fixed fee that is charged is structured based on an hourly rate of $250 per hour, which is used to determine the overall cost of the project..”

Flat or project fee

$500⁠-⁠$5,000

“FINANCIAL PLANNING and CONSULTING Financial planning services are offered based on a flat fee ranging from $500-$5,000.”

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

How Smartt Wealth Solutions, LLC bills

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

• “The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.”
• “The fees will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”
• “In the event the client terminated the agreement within the quarter, the client is entitled to retain a pro-rata refund based on the number of days the client is not invested during the current quarter.”

How Smartt Wealth Solutions, 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.
• 7 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Arizona median of $3,100. 43% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 8 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Smartt Wealth Solutions, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

3

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171535

Website

smarttwealth.com (opens in new tab)

Phone

(480) 385-7540

Can advise clients in 2 states: Arizona, Utah

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

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