PlannerFees

Treiberg Wealth Management fees and pricing

Financial planner in Tucson, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 27, 2026, Treiberg Wealth Management charges $150⁠-⁠$250 an hour and a flat or project fee of $250⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$250/hr
“The hourly fee range for this service is between $150 to $250.”
Flat or project fee
$250⁠-⁠$5,000
“The fixed fee range for this service is between $250 to $5,000.”

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

How Treiberg Wealth Management bills

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

  • “The initial fee is usually larger because it includes both the upcoming quarterly advance fee and the prorated fees for the previous quarter.”
  • “Moving Page 7 of 22 forward, accounts will be billed quarterly in advance and routinely and regularly adjusted in arrears to account for contributions and withdrawals.”
  • “Clients may terminate the agreement without penalty for a full refund of the fees within five business days of signing an agreement.”

How Treiberg Wealth Management’s fees compare

  • Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 2 of the 16 other planners in Tucson that publish an hourly rate charge less.
  • Its flat or project fee of $250-$5,000 spans the Arizona median of $3,100. 39% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 7 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Treiberg Wealth Management

“Asset Management Investment advisor representatives of Treiberg Wealth Management primarily provide discretionary fee-based asset management services to individual clients and high-net worth individuals as well as small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Michael Treiberg
  • Firm size: 6 employees.
  • Founded: 2002 (24 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Business owners

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
Minimum
No minimum stated in brochure
Clients
270
Employees
6
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$325,106,572
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
284140
Website
facebook.com/treibergwealth (opens in new tab)
Phone
(520) 232-0505

Can advise clients in 5 states: Arizona, California, Florida, Indiana, Texas

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