Strategic Income Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly fees will not exceed $500/ hour.”

Flat or project fee

$10,000

“Alternatively, we may also charge a flat fee for one time projects not to exceed $10,000, payable upon rendering of services. 529 Plan Consulting We also assist clients with setting up 529 plans.”

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

How Strategic Income Group LLC bills

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

• “Fees are generally negotiable on a per client basis at our firm’s discretion.”
• “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
• “In rare cases, our firm will agree to directly invoice.”

How Strategic Income Group LLC’s fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Chandler that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Chandler that publish a flat or project fee charge less.

About Strategic Income Group LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Charitable giving

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

1.75% a year

Clients

366

Employees

5

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$362,407,752

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165839

Website

facebook.com/strategicincomegroup (opens in new tab)

Phone

(480) 466-7070

Can advise clients in 5 states: Arizona, California, Florida, Idaho, Texas

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