Sovereign Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly rate charged for consultations is $250/hr.”

Flat or project fee

$500⁠-⁠$2,000

“Fees for Financial Planning are calculated at the negotiable hourly rate of $250 per hour or on a fixed fee basis, which ranges from $500 to $2000, depending upon the complexity of services.”

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

How Sovereign Financial Services, LLC bills

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

• “Half the estimated fee is due to SFS in advance, the balance payable after presentation of the plan to client or completion of work.”
• “Any fees paid in advance are refundable on a prorated basis for work not completed.”
• “Clients are billed in each calendar quarter.”

How Sovereign Financial Services, LLC’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 2 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Maryland median of $4,335. 14% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Sovereign Financial Services, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 years).

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

145

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$92,115,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153059

Website

sfsadvisers.com (opens in new tab)

Phone

(410) 575-3120

Can advise clients in 2 states: Maryland, Pennsylvania

Other planners in Phoenix that publish fees

• Apprise Wealth Management LLCPhoenix$350/hr, $8,000/yr
• Noon Investment Management LLCPhoenix$300⁠-⁠$500/hr, $5,000/yr
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000

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