Wealthbound Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$4,500

“Fixed fee rates range from $1,500 to $4,500.”

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

How Wealthbound Advisors bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $200 to $750.”

How Wealthbound Advisors’ fees compare

• Its flat or project fee of $1,500-$4,500 spans the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 17 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Wealthbound Advisors

• Principal: Sean Rawlings
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.65% a year

Clients

33

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

$2,725,832

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327860

Website

twitter.com/seanrawl (opens in new tab)

Phone

(949) 275-7062

Can advise clients in 2 states: Arizona, California

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

Compare all 121 planners in Scottsdale