Wealth Engineering, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Wealth Engineering, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“When such instances arise, the Firm will notify the Client and, upon the Client’s approval, an hourly fee of $400 will be billed for these services, upon completion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Engineering, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the Firm’s discretion.”
- “Billing Investment management fees are billed quarterly, in arrears, meaning that we invoice the Client after the three- 6 month billing period has ended.”
- “Wealth Engineering provides a copy of the Client’s invoice along with their quarterly investment statements.”
How Wealth Engineering, LLC’s fees compare
- Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
- 37 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Wealth Engineering, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2003 (23 years).
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
- 0.6% a year
- Clients
- 56
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $170,961,151
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128549
- Phone
- (480) 296-2042
Can advise clients in 3 states: Arizona, California, Texas
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.