The Coleridge Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Based Financial Planning Project Based Financial Planning engagements are offered at an hourly rate ranging between $250 to $500 per hour, depending on complexity.”

Flat or project fee

$4,800

“Fees for Ongoing Comprehensive Financial Planning Financial Life Planning Singles $4,800 Couples $5,700 The following situation(s) and complexity fees are added in addition to the above fee schedule:”

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

How The Coleridge Group LLC bills

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

• “Fees for Ongoing Comprehensive Financial Planning are negotiable in certain cases and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How The Coleridge Group LLC’s fees compare

• Its hourly rate of $250-$500 spans the Arizona median of $275. 75% of the 195 other Arizona planners that publish an hourly rate charge less.
• 32 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $4,800 is above the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 18 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About The Coleridge Group LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College 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

2% a year

Clients

39

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$56,007,155

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

108335

Website

coleridgegroup.com (opens in new tab)

Phone

(623) 252-6661

Can advise clients in 2 states: Arizona, California

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