Strategic Financial Group, PLC fees and pricing

Published fees

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

Hourly rate

$50⁠-⁠$100/hr

“Financial Planning fee is an hourly rate between $50.00 and $100.00 per hour, depending on complexity.”

Flat or project fee

$450⁠-⁠$2,500

“The fixed fee can range between $450.00 and $2,500.”

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

How Strategic Financial Group, PLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in advance monthly.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Strategic Financial Group, PLC’s fees compare

• Its hourly rate of $50-$100 is below the Arizona median of $275. None of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 10 other planners in Mesa that publish an hourly rate charge less.
• Its flat or project fee of $450-$2,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 11 other planners in Mesa that publish a flat or project fee charge less.

About Strategic Financial Group, PLC

• Principal: James Rosebrough
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 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

1.5% a year

Clients

85

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,707,701

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

175153

Website

azsfg.com (opens in new tab)

Phone

(480) 634-8788

Other planners in Mesa that publish fees

• CBK Financial Advisors LLCMesa$500⁠-⁠$6,000
• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Fleming Financial ServicesMesa$150/hr, $495⁠-⁠$4,995
• Immaculate Wealth Management, LLCMesa$150/hr, $225⁠-⁠$1,250
• Integrated Financial Solutions, PLLCMesa$575/hr, $500⁠-⁠$12,000

Compare all 23 planners in Mesa