WLTH Capital Management, LLC fees and pricing
Financial planner in Chandler, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, WLTH Capital Management, LLC charges a quarterly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $500/qtr
“All clients participating in a family group are subject to a minimum quarterly fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How WLTH Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
About WLTH Capital Management, LLC
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2025.
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
- 1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 81
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $229,766,959
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335594
- Phone
- (480) 795-4475
Other planners in Chandler that publish fees
- Blueprint Wealth GroupChandler$275/hr, $2,500
- Bugle ValleyChandler$4,500-$6,500, $8,000-$25,000/yr
- Currents Wealth Strategies LLCChandler$300/hr, $2,500-$20,000
- F. L. Arias & Associates, LLCChandler$125/hr
- Innovative Financial Solutions, Inc.Chandler$420/hr, $1,000-$20,000
- Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr
Is something on this page wrong or out of date?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.