Vail Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2021. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$3,000

“Financial planning engagements are billed a fixed planning fee that ranges from $750 to $3,000, depending on the scope and complexity of the services to be provided to the Client.”

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

How Vail Financial Advisors bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

How Vail Financial Advisors’ fees compare

• Its flat or project fee of $750-$3,000 is below the Arizona median of $3,100. 27% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Vail Financial Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

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 and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312568

Phone

(480) 330-4878

Other planners in Arizona that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr
• Ability FirstPhoenix$12,000/yr

Compare all 404 planners in Arizona