Sundance Wealth Management fees and pricing
Financial planner in Cottonwood, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 22, 2023, Sundance Wealth Management charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 22, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“The Client may engage the Firm on an hourly basis at a rate of $100 an hour for consulting related financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sundance Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Less than $250,000………………………. $700.00 Between $250,000 & $750,000…………..$1,200.00 Over $500,000……………………………$2,000.00 One half of the Fee will be due and payable upon the signing of the Financial Planning Agreement.”
- “The remaining half will be due upon delivery of the Financial Plan.”
- “The Fee for the additional 12-month period will be one half (1/2) of the Client’s original fee, which will be payable on the anniversary date of the original agreement.”
How Sundance Wealth Management’s fees compare
- Its hourly rate of $100 is below the Arizona median of $275. 1% of the 195 other Arizona planners that publish an hourly rate charge less.
About Sundance Wealth Management
“The Firm offers four types of Client services: (1) comprehensive financial planning; (2) segmented financial advice; (3) active money management; and (4) non-active money management, i.e. portfolio tracking. 1.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $2,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114938
- Phone
- (928) 451-4345
Other planners in Arizona that publish fees
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Abbey Hill Financial Advisors, LLCTuscon$250/hr
- Ability FirstPhoenix$12,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.