The Money and Values Group fees and pricing
Financial planner in Prescott, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 22, 2026, The Money and Values Group charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“FINANCIAL CONSULTING MVG charges an hourly fee of $250 per hour for financial consultation services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Money and Values Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How The Money and Values Group’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Prescott that publish an hourly rate charge less.
About The Money and Values Group
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340171
- Phone
- (928) 277-1427
Other planners in Prescott that publish fees
- Brio Financial PlanningPrescott$1,000/yr
- Empirikal Partners LLCPrescott$200/hr
- Lane Brothers Investment CounselPrescott$1,500-$5,000
- Montoya Wealth ManagementPrescott$300/hr, $3,000-$6,000
- Percheron Consulting, LLCPrescott$150-$250/hr
- S.e. Thorn & Co.Prescott$185/hr, $1,000
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.