Sonoran Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $300 and $500.”

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

How Sonoran Investment Advisors, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Sonoran Investment’s fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Sonoran Investment Advisors, LLC’s fees compare

• Its hourly rate of $300-$500 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
• 37 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

About Sonoran Investment Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.9% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328160

Phone

(602) 326-4450

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