WT Wealth Management, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, WT Wealth Management, LLC charges $150-$250 an hour and a quarterly fee of $250-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Hourly fees range from $150 to $250 per hour for an initial plan or any update to an already existing plan.”
- Quarterly fee
- $250-$1,000/qtr
“For ongoing services, fees range from $250 to $1,000 per quarter, payable quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How WT Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Please see Section C for full Refund and Termination Policy.”
- “In the limited event that WTWM bills the client directly, payment in full is expected upon receiving the invoice.”
- “The fees are payable upon delivery of the plan or any necessary updates.”
How WT Wealth Management, LLC’s fees compare
- Its hourly rate of $150-$250 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
- 7 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About WT Wealth Management, LLC
“WTWM’s current business activity consists of providing wealth management services, wealth education services, and financial planning to its clients.”
- Firm size: 16 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 1,133
- Employees
- 16
- Works with
- Individuals, high net worth individuals, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $419,058,112
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169566
- Phone
- (800) 825-0616
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Idaho, North Carolina, Nebraska, New Hampshire, Nevada, New York, Oregon, Texas, Utah, Washington, Wyoming
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.