Walsvick Wealth Management fees and pricing

Financial planner in Phoenix, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 12, 2025, Walsvick Wealth Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Non-investing clients are charged the firm hourly rate of $200 per hour.”

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

“Fees are paid quarterly in arrears, and clients may terminate their contracts with ten days’ written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“Fees are paid in arrears upon completion.”

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.
8 of the 42 other planners in Phoenix that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 16
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 171719
Website: wwmwealth.net (opens in new tab)
Phone: (480) 307-8109

Is something on this page wrong or out of date?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