Wealth Management Solutions fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 14, 2026, Wealth Management Solutions charges $120-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $120-$500/hr
“Rates For hourly planning services WMS charges an hourly rate typically between $120.00 and $500.00 per hour, depending upon the complexity of the work and the experience level of the WMS employee working with the client. 401(k) Plans Certain WMS clients are 401(k) Plan clients, in which case, services for company…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Management Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment advisory fees are negotiable in the sole discretion of WMS.”
- “This fee is debited and the client pays in advance for services rendered for that calendar quarter in which the fee is debited.”
- “For some clients, rather than debiting fees an invoice is sent each quarter for financial planning fees and/or investment advisory fees.”
How Wealth Management Solutions’ fees compare
- Its hourly rate of $120-$500 spans the Arizona median of $275. 68% of the 195 other Arizona planners that publish an hourly rate charge less.
- 29 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Wealth Management Solutions
“FIRM, LENGTH OF TIME IN BUSINESS, PRINCIPALS/OWNERS Wealth Management Solutions, LLC ("WMS"), in business since 2003, is a financial services firm that provides investment advice and financial planning on a fee-only basis.”
- Firm size: 4 employees.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- 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
- Clients
- 99
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $172,569,049
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127517
- Phone
- (480) 609-4334
Can advise clients in 3 states: Arizona, California, Florida
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.