The Balance of Trade fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$380/hr

“The base fee for our consulting service will be $380 per hour, with adjustments for inflation (current quote is as of March 2023).”

Monthly fee

$370/mo

“Such fees would not exceed $370 per month, which may be adjusted from time to time, and would be advertised in detail on a forthcoming website.”

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

How The Balance of Trade bills

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

• “The price is negotiable, and discounts may be given based on the number of hours purchased.”
• “All fees will be billed to clients prior to servicing, and must be prepaid.”
• “The Balance of Trade may elect to pass on merchant fees associated with credit card purchases (as opposed to online bill pay via a banking service, which carries no direct charges).”

How The Balance of Trade’s fees compare

• Its hourly rate of $380 is above the Arizona median of $275. 78% of the 195 other Arizona planners that publish an hourly rate charge less.
• 35 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About The Balance of Trade

• Principal: Adam Zingg
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, subscription fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning, pension consulting, newsletters and publications, security ratings or pricing, market timing, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291982

Phone

(480) 431-6555

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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