Vora Wealth Management, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 4, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning and Consulting Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$500⁠-⁠$2,500

“Financial Planning and Consulting Services are offered based on a negotiable fixed fee typically ranging between $500 and $2,500, based on complexity of the client’s financial situation and assets and any unique planning needs of the client.”

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

How Vora Wealth Management, PLLC bills

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

• “Fees are billed quarterly in advance based on the average daily value of the amount of assets managed as of the close of business each day throughout the quarter.”
• “Clients may terminate their account within five (5) business days of signing the investment advisory agreement for a full refund.”
• “You will receive a pro-rated refund of any unearned fees paid in advance.”

How Vora Wealth Management, PLLC’s fees compare

• Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Vora Wealth Management, PLLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

3% a year

Clients

599

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$74,797,158

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

153559

Website

vorawealth.com (opens in new tab)

Phone

(928) 526-8672

Can advise clients in 1 state: Colorado

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