Welch Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning engagements are offered at an hourly rate of $350.00 per hour.”

Flat or project fee

$1,000

“Financial Planning and Wealth Management Services Financial Planning and Wealth Management fees consist of a one-time upfront charge of $1,000.”

Annual fee

$12,000/yr

“Annual fees will be capped at $12,000 for individuals and $15,000 for couples.”

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

How Welch Private Wealth bills

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

• “Fees are paid monthly in arrears if billed via AdvicePay and quarterly in arrears if billed by direct deduction.”
• “Fees are billed monthly or quarterly in arrears based on the previous period-end balance of the Client’s account(s).”
• “Fees for this service may be paid by direct deduction from managed accounts, electronic funds transfer or check.”

How Welch Private Wealth’s fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Arizona median of $3,100. 9% of the 164 other Arizona planners that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the Arizona median of $10,000. 63% of the 43 other Arizona planners that publish an annual fee charge less.

About Welch Private Wealth

• Principal: John Welch
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

Highest asset based fee in brochure

1% a year

Minimum

$6,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342657

Website

welchprivatewealth.com (opens in new tab)

Phone

(951) 837-8511

Other planners in Arizona that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr
• Ability FirstPhoenix$12,000/yr

Compare all 404 planners in Arizona