Wilkinson Wealth Management, LLC fees
Financial planner in Tucson, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Wilkinson Wealth Management, LLC (Tucson, AZ) charges $400 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
- Website: wilkinsonwealthmgmt.com (opens in new tab)
- Call (520) 777-1911
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Arizona median of $300; 76% of the 84 other planners in Arizona that publish an hourly rate charge less. 3 of the 6 other planners in Tucson charge less.
“Our hourly rate is $400.”
- Flat or project fee
- $1,500-
$10,000 Runs from below the Arizona median of $5,125 to above it.
“Flat fees range from $1,500 to $10,000 depending on the scope of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2021 (5 years)
How Wilkinson Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Financial Planning and Consulting may be negotiable.”
- “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
About Wilkinson Wealth Management, LLC
- Principal: Eb Wilkinson
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 203
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $165 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 317741 (opens in new tab)
- Phone
- (520) 777-1911
Registered or notice filed in 5 states: Arizona, California, Florida, Minnesota, Texas
Other planners in Tucson that publish fees
- Capital West Partners, LLCTucsonHourly $150/hr
- Cambridge Financial Group, LLCTucsonAnnual $3,500-$71,000/yr
- Elion Financial, LLCTucsonFlat $1,500, Annual $3,000-$50,000/yr
- Financial Planning First, LLCTucsonHourly up to $300/hr, Flat $1,500-$10,000
- Rich Capital ManagementTucsonHourly up to $300/hr 2018 brochure
- Sunrise Wealth Management, LLCTucsonHourly $300/hr, Flat from $2,500 2022 brochure
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.