Wealth Management Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The maximum hourly fee to be charged will not exceed $400.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Wealth Management Partners, LLC bills

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

• “Annualized fees are billed on a prorata basis quarterly in advance or arrears based on the value of the account(s) on the last day of the quarter (previous quarter for clients billed in advance), as applicable.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Wealth Management Partners, 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.
• 14 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 12 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Wealth Management Partners, LLC

• Firm size: 8 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 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

Clients

787

Employees

8

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, and pension consulting

Assets managed

$793,517,960

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309790

Website

facebook.com/WealthManagementPartnersLlc (opens in new tab)

Phone

(520) 297-7999

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Nebraska, New Jersey, Nevada, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson