Versant Capital Management, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Versant Capital Management, Inc. charges $400⁠-⁠$800 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400⁠-⁠$800/hr; “Versant’s planning and consulting fees are negotiable but generally range from $400 to $800 on an hourly rate basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“As a result, fee arrangements for Family Office services are determined separately and agreed upon in advance.”
“Fees for Consulting Services may be payable in advance.”
“In the limited event that Versant bills the client directly, payment is due upon receipt of the invoice.”

Its hourly rate of $400-$800 is above the Arizona median of $275. 97% of the 195 other Arizona planners that publish an hourly rate charge less.
41 of the 42 other planners in Phoenix that publish an hourly rate charge less.

“The client can determine to engage Versant to provide discretionary and/or non-discretionary investment advisory services on a fee-only basis.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 0.1% a year
Minimum: $40,000 minimum fee (stated in brochure)
Clients: 466
Employees: 26
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed: $1,810,752,988
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131692
Website: tamethemoneymonkey.com (opens in new tab)
Phone: (602) 635-3760

Is something on this page wrong or out of date?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.