Wilbert Guilford, CFP, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$200/hr

“The hourly fees for financial advice range from $100.00 to $200.00 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“The fixed fee will be between $1,500 and $5,000, depending upon the complexity of the assignment.”

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

How Wilbert Guilford, CFP, PLLC bills

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

• “We will not bill an amount above $500.00 more than 6 months in advance.”
• “This fee may be paid by ACH transfer or by check.”
• “In the event of early termination, the fee will be prorated and any unearned fee will be refunded to the client, and no further fees will be charged.”

How Wilbert Guilford, CFP, PLLC’s fees compare

• Its hourly rate of $100-$200 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 16 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wilbert Guilford, CFP, PLLC

• Principal: Wilbert Guilford
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310846

Website

guilfordtaxman.com (opens in new tab)

Phone

(602) 298-6373

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