Tortoise Wealth Management fees and pricing
Financial planner in Tempe, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Tortoise Wealth Management charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Advisor’s fee will be billed at a rate of $250 per hour, but may be negotiated.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tortoise Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first month.”
- “The consulting fee is payable monthly or quarterly in arrears, depending on the arrangements with the plan record keeper, based on the fair market value of assets in the Plan at the end of each month or quarter.”
- “The advisory fee in the first month or Tortoise Wealth Management Page 6 quarter of the Agreement shall be prorated from the inception date to the end of the month or quarter.”
How Tortoise Wealth Management’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.
- 1 of the 3 other planners in Tempe that publish an hourly rate charge less.
About Tortoise Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 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
- 1.5% a year
- Clients
- 56
- Employees
- 1
- 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
- $11,181,491
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332492
- Phone
- (480) 242-1553
Other planners in Tempe that publish fees
- Arbor Wealth Management, LLCTempe$250/hr
- Capital Strategies Group, LLCTempe$225/hr, Up to $20,000
- Financial Life PlannersTempe$250/hr, $1,000-$2,500
- Harding Wealth, Inc.Tempe$100-$5,000, $4,000/yr
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.