Styra Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“These consulting fees are negotiated with each CPA firm and are typically structured as fixed project fees, hourly fees, or ongoing consulting retainers, depending on the scope and nature of the engagement, based on the hourly rate of $300.”

Flat or project fee

$2,000⁠-⁠$12,000

“The fixed fee can range between $2,000 and $12,000, depending on complexity and the needs of the client, and is negotiable.”

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

How Styra Wealth Management bills

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

• “Fees are negotiable and may vary among Clients for similar services.”
• “The annualized fee is calculated on a blended tier schedule and is negotiable.”
• “Fees are prorated for partial billing periods, including initial and terminating billing periods, with adjustments made for deposits or withdrawals during the period.”

How Styra Wealth Management’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 20 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$12,000 spans the Arizona median of $3,100. 79% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 24 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Styra Wealth Management

• Principal: Jacob Molina
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

Minimum

$10,000 minimum fee (stated in brochure)

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$345,777

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338008

Website

styrawealth.com (opens in new tab)

Phone

(480) 808-3373

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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