The Getzen Group, Inc. fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, The Getzen Group, Inc. charges $400 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“For clients who request specific consulting related services, GGI charges an hourly fee of $400 for its WMCS®.”
- Flat or project fee
- $500-$2,500
“The fee for a wealth management and/or financial plan generally ranges between $500 and $2500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Getzen Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For clients wishing to engage the Firm for financial planning services, fees will be based on the negotiable schedules set forth below and as agreed upon between the client and GGI.”
- “One-half of the estimated fees will be due upon signing the financial planning agreement, with the balance due upon completion of the contracted services.”
- “These fees are calculated and payable at the completion of each session.”
How The Getzen Group, Inc.’s fees compare
- Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
- 37 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 8 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About The Getzen Group, Inc.
“Wealth Management Consulting Services (hereinafter "WMCS®" or "consulting services" Wealth planning services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 2 employees.
- Founded: 1996 (30 years).
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
- 2.2% a year
- Clients
- 125
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $65,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117700
- Phone
- (480) 998-8150
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
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.