Wealth Management Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Services are offered based on an hourly fee of $100 per hour.”

Flat or project fee

$250⁠-⁠$1,000

“Services are offered based on a flat fee between $250 and $1,000.”

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

How Wealth Management Advisors, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Fees are charged monthly in arrears calculated based on the average daily balance of the Account during the billing period.”

How Wealth Management Advisors, LLC’s fees compare

• Its hourly rate of $100 is below the Arizona median of $275. 1% of the 195 other Arizona planners that publish an hourly rate charge less.
• None of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $250-$1,000 is below the Arizona median of $3,100. 5% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Wealth Management Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

1.75% a year

Clients

73

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$4,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289010

Website

wmrconsultants.com (opens in new tab)

Phone

(602) 334-4428

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Clear Skies FinancialGilbert$150/hr, $1,000⁠-⁠$2,000
• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995

Compare all 27 planners in Gilbert