Woodmont Financial Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Fixed fees will not exceed an hourly rate of $500.”

Flat or project fee

$4,000⁠-⁠$20,000

“Most fixed fee rates range from $4,000 to $20,000.”

Annual fee

$4,000⁠-⁠$20,000/yr

“Most annual fee rates range from $4,000 to $20,000, billed and paid monthly or quarterly in advance.”

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

How Woodmont Financial Partners LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee and payment schedule will be outlined in your Advisory Contract.”
• “Clients are charged by actual time worked, billed at the appropriate hourly rate.”

How Woodmont Financial Partners LLC’s fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• 9 of the 10 other planners in Mesa that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$20,000 is above the Arizona median of $3,100. 89% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 11 of the 11 other planners in Mesa that publish a flat or project fee charge less.
• Its annual fee of $4,000-$20,000 spans the Arizona median of $10,000. 63% of the 43 other Arizona planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Woodmont Financial Partners LLC

• Principal: Paulo Lopes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

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

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

331264

Website

woodmontfp.com (opens in new tab)

Phone

(301) 541-7447

Can advise clients in 2 states: Arizona, Maryland

Other planners in Mesa that publish fees

• CBK Financial Advisors LLCMesa$500⁠-⁠$6,000
• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Fleming Financial ServicesMesa$150/hr, $495⁠-⁠$4,995
• Immaculate Wealth Management, LLCMesa$150/hr, $225⁠-⁠$1,250
• Integrated Financial Solutions, PLLCMesa$575/hr, $500⁠-⁠$12,000

Compare all 23 planners in Mesa