Think Wealth Advisory, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 31, 2026, Think Wealth Advisory, LLC charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“Services are offered based on an hourly fee of $175 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Think Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the asset value on the last business day of the current monthly balance.”
- “Accounts opened at any time other than the first day of a calendar month will be billed a pro rata fee.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How Think Wealth Advisory, LLC’s fees compare
- Its hourly rate of $175 is below the Arizona median of $275. 14% of the 195 other Arizona planners that publish an hourly rate charge less.
- 6 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Think Wealth Advisory, LLC
“Wealth Advisory offers personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, and charitable organizations.”
- Principal: Steven Jurich
- Firm size: 2 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153492
- Phone
- (800) 908-4465
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.